Building on the fundamentals, this session takes a closer look at the more complex scenarios service providers encounter when releveraging shares within an ESOP. We will examine how multiple loan structures, timing considerations, and trustee approvals can affect the outcome of a transaction. The presenters will also discuss common pitfalls and how to avoid them when structuring a releveraging strategy for clients. This session is intended for professionals who already have a working knowledge of releveraging basics.
Learning Objectives:
1. Understand advanced considerations involved in releveraging shares within an ESOP structure.
2. Learn how releveraging decisions impact share allocation and long term company financing.
3. Identify best practices for guiding clients through complex releveraging transactions.
Kip is a Manager of ESOP Administration at Blue Ridge Associates focused primarily on transaction consulting; including pre-transaction ERISA compliance testing, setting the ESOP benefit level, plan design, and education of companies on how their ESOP works. Kip is a member of the National Center for Employee Ownership (NCEO), American Society of Pension Professionals and Actuaries (ASPPA), the ESOP Association, and a member of The ESOP Association’s Advisory Committee on Administration.
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