Attorney / Founder Gilligan Benefits Law El Dorado Hills, CA
How confident are you that you're ready to tackle the process of selling your business to an ESOP? Join us for an eye-opening journey that will not only transform your perspective on ESOP transactions but also provide concrete strategies to ensure a smooth, efficient transition to employee-ownership. Don't miss this opportunity to learn and ask questions about the nuts and bolts of an ESOP transaction from someone who guides companies through the process from start to finish. NCEO Article: Transaction Elements of Successful ESOPs
Learning Objectives:
Upon completion, participants will be able to articulate their own goals for considering employee ownership and have an actionable list of steps they can take to move closer to taking action on their own.
Upon completion, participants will be able to demonstrate understanding of what's required of them from a time, energy, and expense perspective and weigh that against the timing to achieve the desired outcomes.
Upon completion, participants will be able to actively and effectively avoid potential pitfalls through the process, including choosing the right trustee, key negotiation considerations, and communication touchpoints with their sell-side team.