Considering an ESOP for your business? This session offers a walkthrough of the entire ESOP process—from initial exploration to successful transaction closing. Designed for business owners, executives and advisors, the presentation will break down each major phase of the ESOP lifecycle to help you understand what’s involved, whom to engage and how to navigate critical decisions. Whether you’re exploring an ESOP as a succession strategy, employee benefit or liquidity event, this session will provide the foundational knowledge you need to move forward with clarity and confidence.

Learning Objectives:

• Describe the basic structure and purpose of an ESOP. Understand how an ESOP works as a business transition and employee benefit tool.
• Identify key steps in the ESOP process. Gain clarity on the typical timeline involved in implementing an ESOP. Understand what happens during due diligence, negotiation, funding and closing.
• Explain the roles of key advisors and professionals involved in an ESOP transaction. Know who you need on your team—trustees, legal counsel, valuation experts, lenders—and what they do.

Who Should Attend:

• HR Staff
• CFOs
• CEOs
• Financial Managers
• Board Members
• Employee Owners