Join us for an insightful session on the employee stock ownership plan (ESOP) feasibility process, tailored to give advisors and selling shareholders a comprehensive overview. Discover how a well-crafted feasibility analysis can unlock the most advantageous ESOP structure, creating meaningful and balanced benefits for the company, shareholders, employees, and management team alike. Our presentation will lead attendees through essential, high-level considerations in assessing transaction feasibility—equipping you with the insights needed to navigate the various decisions that influence ESOP structures that align both strategic goals and stakeholder interests. Don’t miss this opportunity to deepen your understanding of successful ESOP transaction feasibility factors! NCEO Publication: Selling to an ESOP and Financing the Deal NCEO Toolkit: ESOP Pre-Feasibility
Learning Objectives:
Understand the ESOP transaction process: Demonstrate a foundational understanding of the ESOP transaction process from start to finish, including the roles and responsibilities of advisors and key stakeholders.
Evaluate feasibility analysis criteria: Describe the various inputs necessary to conduct a feasibility analysis to identify the most suitable ESOP structure for various business needs, focusing on factors that impact shareholders, employees, and company performance.
Identify key considerations for ESOP structure selection: Recognize the high-level financial and strategic considerations involved in selecting an ESOP structure, enabling informed decision-making to support long-term goals and stakeholder alignment.
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