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All Hands In: A Contractor's Guide to Evaluating and Implementing an Employee Stock Ownership Plan (ESOP) 
September 10, 2014   3:00pm - 4:00pm
  Synced Audio / Video / Slides

Adopting an employee stock ownership plan (ESOP) can yield numerous benefits for closely held companies. More than 11,000 US companies with approximately 10 million employees – from large publicly traded companies and privately held businesses to small firms with as few as 20 employees or $5 million in revenue – currently have ESOPs. And ESOP-owned firms span the full spectrum of industries, from manufacturing and distribution (22%) to construction (13%), and engineering (9%).

Employee ownership can be accomplished in a variety of ways and offer business owners and sponsoring companies tremendous flexibility. This webinar will cover how ESOPs work, what types of companies are suitable candidates, how shares are allocated to employee accounts, the tax implications for the company and the selling shareholders, and what a typical transaction looks like. It will also help attendees understand the components of the transaction and how to be cognizant of the red flags in the valuation.

After this session, you will be able to:
  • Discuss what an ESOP is and determine if your company may be a suitable candidate
  • List the steps to setting up an ESOP and how the participant receives the benefit
  • Ascertain what information is needed to perform a valuation and what you should be looking for when reviewing your valuation
  • Identify go-forward implications to accounting, tax, equity, service provider relationships, and regulatory requirements

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