Description: This program provides an overview of how an employee stock ownership plan (ESOP) works as it relates to an internal ownership transition plan and whether an ESOP may be the right choice for your firm. The presentation focuses on ESOP valuations, financing the ESOP transaction, due diligence, trends, and the importance of creating an ownership culture in an ESOP company.
By the end of the presentation, participants should:
- Understand how to look at their firm from an appraiser’s perspective and reflect on what drives value and how this can be impacted by all employee.
- Understand how to compare and contrast the various alternatives related to financing the ESOP transaction.
- Understand the relationship between ESOPs and succession planning, and whether it would be appropriate and beneficial to consider an ESOP for their firm.
- Understand the importance of communicating the ESOP to their staff, and the concepts of an employee ownership culture, open book management, and creating positive shareholder behavior.
Course Length: 1.0 hour
Note: Due to large size of file, a link will be sent via email to access the presentation after purchase.