Tax Efficient Exit Options for ESOPs

WithumSmith+Brown

Withum’s Anthony Sardis and Business Transition Advisors’ Rick Jaye as they dive into tax efficient exit options of ESOPs. This on-demand webinar focuses on tax characteristics of ESOP transactions, what an ESOP is and how it actually works, leveraging cash flow, and how warrants apply to a seller note allowing for a second bite of the apple. You will learn to list the three main tax attributes of an ESOP, identify how ESOPs are financed from the tax savings on net business net cash flow, explain how ESOPs provide a ready and willing buy at fair market value and be able to quantify the differences between an ESOP transaction and all other exit planning alternatives.

Topics include:

• Tax Characteristics of ESOP transactions
• What is an ESOP and how does it actually work
• Leveraged ESOPs and cash flow
• Warrants and how they apply to a seller note allowing for a second bite of the apple

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