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The ESOP Exit Strategy – Why an A/E Company Should Consider and ESOP as a Corporate Exit Strategy

Code: 13795-DL

List Price:  $0.00

List Price:  $299.00

Member Price:  $199.00

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Employee stock ownership plans, or ESOPs, have not been a big part of the M&A discussion for many years, but a variety of recent factors is changing that perception. Is an ESOP right for your organization? Please join us as our panel of experts look at the good, bad and ugly of an employee ownership plan.

Learning Objectives:

  • Valuation implications for Engineering companies
    • Understanding the valuation process
    • Current trends in valuation the industry
  • High-level review of available capital sources
    • Update on senior lending landscape
  • Overview of ownership transition alternatives
    • Strategic / private equity / ESOP / etc.
  • Understanding of basic ESOP mechanics
  • Tax considerations for companies considering an ESOP
    • Will cover various ownership structure considerations (minority/majority/100%) 
  • Estate planning considerations for selling shareholders
    • 1042
    • Charitable intent (leveraging 1042)
  • Case studies of Engineering companies that are ESOP owned
    • Industry specific characteristics that make Engineering firms a great fit for ESOP ownership


Product Details:
Author(s): Levine Scott D.
Phillips Charles A.
Waldren Jamie M.

Year Published: 2014

Number of Pages: 58
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