ESOPs, a Sale Alternative for a Middle-Market Company
Comment are off
PANEL:
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Steve Nelson, Leader of Transaction Opinions Practice, Chartwell
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David Johanson, Partner, Hawkins Parnell Thackston & Young LLP
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John N. Vitucci, Principal, PKF O’Connor Davies
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Neil Morganbesser, President, DelMorgan & Co.
MODERATOR:
MAJOR TOPICS:
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What is an ESOP?
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Transactional advantages of an ESOP
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When an ESOP structure is appropriate
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Unique tax advantages
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Valuation issues
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ESOP as a succession planning and business transfer tool
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Liquidity issues
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Legal, accounting and tax issues and process
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Levered v. unlevered ESOPs
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On-going post-closing requirements