Don't Do That with Your ESOP: Financial and Administrative IssuesNCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact Colleen Kearney at 510-208-1311 or firstname.lastname@example.org for additional information.
This replay was recorded on October 13, 2015.
About This MeetingESOPs benefit employees, sellers, and the organization's bottom line -- in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.
You will learn:
- Some financial problems that ESOP companies have faced, such as the have/have-not problem and repurchase obligation, and what their options are for addressing those problems.
- Different ways to design and administer ESOPs and the effect of those decisions, as well as tools to recognize when something is not right in the administration of your ESOP.
|Don't Do That with Your ESOP: Financial and Administrative Issues |
David P. Burdette, Prairie Capital Advisors, Inc.
David P. Burdette