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WEBINAR REPLAY

Using ESOPs to Structure an Acquisition

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This replay was recorded on December 11, 2018.

About This Meeting

An ESOP can be a tool to make acquisitions easier, but it also adds some layers of complexity, and this Webinar explores the legal and fiduciary issues that must be part of any effective acquisition strategy. This Webinar will also discuss the impact of the acquisition, plan its implementation, consider the impact on HR, benefits, and morale, and develop an approach to communications to respects both the need for confidentiality and employee buy-in. Presenters will also discuss the various legal structures available for ESOP companies to use in acquisitions, including the situations in which those structures best fit. ESOP fiduciaries will also learn more about their role in the acquisition process, including situations in which those fiduciaries may have more than one "hat" at the company.

You will learn:

Presenter

William A. Stewart

presenter photologo

PCE Investment Bankers

A PCE partner and head of the firm's ESOP practice, Will is considered an expert in the ESOP community. Having a deep understanding of the benefits business owners and employees realize through an ESOP, Will welcomes the opportunity to advise owners on their transaction options. He offers clients a personalized approach in identifying, implementing, and executing an ESOP suitably structured for the future well-being and sustainability of their businesses.