Elevate your advisory expertise with the strategic insights your ESOP clients need most! This focused session equips service providers with the comprehensive knowledge to confidently guide companies through the complex releveraging process, positioning you as the trusted expert who delivers results.
You'll master the critical procedures, regulatory requirements, and proven methodologies that top-tier service providers use to successfully execute releveraging strategies for their clients. Our experts will share real-world case studies, common pitfalls to avoid, and best practices that help you deliver exceptional value while ensuring compliance and protecting employee-owner interests.
Perfect for trustees, attorneys, consultants, and other ESOP professionals looking to enhance their releveraging expertise and better serve their client base.
Learning Objectives:
1. Understand the concept of releveraging in an ESOP structure.
2. Learn how releveraging impacts share allocation and company financing.
3. Identify best practices for implementing a releveraging strategy.
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