ESOPs as a Business Transition Tool

Prerecorded Webinar

ESOPs have become increasingly common as a means of transferring ownership in a closely held company. They allow companies to use pretax dollars to buy out one or more owners, in part or in full. In a C corporation, if the ESOP ends up with 30% or more of the ownership, the seller or sellers can defer taxation on the gain by reinvesting in other securities.

This Webinar looks at the issues involved in selling to an ESOP and how an ESOP sale compares to other alternatives for transition.

Program

c	What Is an ESOP and Why Might You Want One? Brian Hector, Morgan Lewis, & Bockius LLP
	Valuation for ESOP Purposes Scott Miller, Enterprise Services, Inc.
	Is an ESOP the Right Choice? Geoffrey PeConga, Principal Financial Group

Webinar Format

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the internet. You will receive a link to replay the webinar whenever and as often as you wish. For a list of our other Webinar replays, see our meeting list.

Fee Information

$50 for NCEO members, $75 for nonmembers. Your registration gives you access to unlimited replays while this version of the seminar is online. If you are not an NCEO member but join now ($90 for 1 year), you will receive the member rate.

How to Purchase

Purchase online using our order form (recommended), or
Telephone us at 510-208-1300 with your credit card in hand.

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