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

PKF O'Connor Davies

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