E.P.I Georgia Chapter: Employee Stock Ownership Plan and Trust (ESOP’s)

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Event Details


Employee Stock Ownership Plan and Trust (ESOP’s): Learn the pros and cons and most common application of ESOPs.

ESOPs have a demonstrated record of success in providing liquidity for business owners whose businesses have a strong management team. We will explore which businesses are good candidates for an ESOP and the benefits of utilizing one. We will review a sample ESOP and the steps necessary to implement and maintain a successful ESOP.

Learning Objectives:

  • Overview of ESOPs.
  • Learn the traditional uses of an ESOP.
  • Illustration of ESOP transaction.
  • What makes a strong ESOP candidate.
  • Success factors of executing an ESOP.

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