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ESOPs: An Attractive Structuring Opportunity for Succession Planning, Wealth Creation and Client Retention

PKF O'Connor Davies

Apr. 22, 2021
Recorded Online
Webinar

Join us for a comprehensive review of employee stock ownership plans (ESOPs), and building an effective succession planning and exit strategy for owners and executives of privately held businesses.

Key Topics:

  • Comparison of alternative monetization strategies
  • ESOP structuring
  • Economic, tax and estate planning
  • ESOP accounting
  • Raising capital for transaction and business expansion
  • Business valuation methods
  • Managing multiemployer pension exposure
  • Transaction process and advisors

Who Should Attend:

Accountants, Privately Held Business Owners, Executives, CEOs, CFOs, Treasurers, Controllers and General Counsels

More Information, How to Register

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