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Panel Proposals

Feasibility and Transactions: Creating Employee Ownership

Key Considerations in Second-Stage ESOP Transactions: Process and Benefits

Wednesday, April 16, 2025
1:15 PM – 2:15 PM MST
Location: 259
CE: 1
CE Type: CLE, CPE, SHRM
Education Level: Intermediate
In this presentation, we will explore the intricacies of a second-stage employee stock ownership plan (ESOP) transaction. This discussion aims to provide a comprehensive overview of the steps involved in implementing a second-stage ESOP, along with the numerous advantages it offers to businesses and their employees. We will cover the foundational concepts, procedural elements, and strategic benefits that make second-stage ESOPs an appealing option for many companies. Join us as we delve into this significant aspect of employee ownership and its impact on corporate growth and employee engagement.

Learning Objectives:

  1. Participants will gain a comprehensive understanding of how second-stage ESOPs are structured and the specific benefits they offer to both the company and its employees.
  2. Attendees will learn about the key compliance and regulatory issues that must be addressed during a second-stage ESOP transaction.
  3. The presentation will equip participants with the knowledge to assess the financial and operational impacts of implementing a second-stage ESOP, including potential risks and rewards.