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6 Effective Ways to Sell Stock to an ESOP

Code: 14202-DL

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List Price:  $329.00

Member Price:  $229.00

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Did you know there are at least 6 different ways shares of stock can be exchanged with an Employee Stock Ownership Plan? 

Some companies sponsor 100% ESOPs while others own a minority interests.  Many ESOPs borrow money to finance a stock transaction but some don’t.  Many stock transactions are a combination of management buy-ins and ESOP purchases.

While the use of Employee Stock Ownership Plans by engineering firms is commonplace, what is less widely known is the variety of transaction alternatives. 

Join Bob Massengill of Pilot Hill Advisors to learn  at least 6 different ways shares can be exchanged with an ESOPs.  In addition to discussing the transaction techniques, we will also talk about the Pros and Cons of each technique and which situations are more fitting for one structure vs. another.

This program will be most informative for those exploring, new or considering second-stage transactions.  Among other topics we will cover:

  • A quick summary of ESOP Basics
  • Corporate governance in ESOP companies
  • Leveraged ESOP transactions
  • Non-leveraged ESOP transactions
  • Initial and Second-Stage transaction strategies
Product Details:
Year Published: 2017

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