ESOPs and Loans: Releveraging, Non-Bank Financing, and Working Capital
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This replay was recorded on October 30, 2018.
About This Meeting
This seminar looks at some cutting edge ideas for ESOP financing, including releveraging your plan to help get new employees ownership, finding financing from sources other than banks, and developing new source of working capital.
This Webinar will cover
- How releveraging works and do you want to do it?
- What are sources of financing other than banks?
Cara is a partner at BKD, LLP. Cara leads the firm's national ESOP practice. Her experience with ESOPs includes transaction structuring, providing financing assistance, tax planning, and coordinating transaction closings, as well as ongoing plan consulting and administration. She is a member of the American Institute of CPAs and the Kentucky Society of Certified Public Accountants. Cara is a 2001 graduate of Campbellsville University, Kentucky, with a BS in accounting, and a 2003 graduate of Western Kentucky University, Bowling Green, with an MBA.
Jim B. Martin, Jr.
Stoll Keenon Ogden PLLC
Jim is a member in the Louisville law firm of Stoll Keenon Ogden PLLC. He represents closely held businesses in solving all sorts of problems including plan investigations by the DOL and IRS audits and in exploiting planning opportunities provided in the tax law and ERISA, including the creative use of entities and employee stock ownership plan transactions. He has an AV Martindale-Hubbell rating, is listed in Best Lawyers for Taxation, and has been selected as a Kentucky Super Lawyer.
Thomas H. Mug
Greensfelder, Hemker & Gale, P.C.
Thomas is an attorney with the St. Louis law firm of Greensfelder, Hemker & Gale. His practice is concentrated in tax law, focusing on ESOPs, employee benefits, and executive compensation. Tom works with companies in a variety of industries, counseling parties in ESOP transactions and providing legal advice regarding the design, establishment, and ongoing administration of employee stock ownership plans. He also counsels lenders and trustees in ESOP transactions. Tom is a member of the NCEO and the ESOP Association. He is a frequent speaker on ESOP topics.