Second-Stage ESOP Transactions

Prerecorded Webinar

Most ESOPs purchase shares from owners in more than one transaction. Whether your company is planning such a transaction, or just starting an ESOP that will be done in stages, this Webinar will help you understand the key legal, valuation, and financial issues involved. Topics will include seller versus bank financing, whether the ESOP can pay for control in multi-stage transactions, how to deal with the impact of debt on the account value of existing employees after a second transaction, and how to help employees understand the implications of a second transaction.

Program

	The Pros and Cons of Various Financing Sources Ann McAloon, LaSalle Bank/Bank of America
	Can the ESOP Pay for Control in a Second Stage Transaction? Bob Massengill, SES Advisors
	Dealing With the Impact of Second-Stage Transactions on Employees Joseph E. Marx, 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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