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ESOPs and Engineering Firms – Perfect Together

Code: 13681-DL

List Price:  $0.00

List Price:  $299.00

Member Price:  $199.00

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Speaker: Robert Massengill
Recorded: 3/11/2014
Length: 90 minutes
Robert Massengill, Managing Director, Pilot Hill Advisors LLC, walks participants through an introduction to ESOPs and explains why ESOPs continue to gain favor with A/E firms and appeal to their educated workforces.
This informative 90-minute session will cover ownership expectations and control, tax advantages and efficiencies, and how ESOPs are used alone and in combination with other techniques for internal transition plans. Discussiions will center on the motivations for using an ESOP, typical transition structure, and valuation insights. Specific topics will include:
• What is an ESOP and how does it work?
• Benefits to seller
• Benefits to employee
• Transaction examples
• Basic plan design rules
• Valuation basics
• State licensing requirements
Gain valuable insight on valuations and financing, and best ways to evaluate the ESOP within context of a firm's existing employee retirement plan package.
Product Details:
Author(s): Robert E. Massengill

Year Published: 2014

Number of Pages:
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