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Evaluation ViewAttendees 6

Feasibility and Finance,

Strategy and Sustainability

Pre-Feasibility Checklist: Are You a Good Candidate for an ESOP

Pre-Feasibility Checklist: Are You a Good Candidate for an ESOP?

Tuesday, April 25, 2023
9:45 AM – 10:45 AM CST
Location: 2209
CE Hours 1
Onsite in KC
CE Type: CPE, SHRM, CLE

    Speaker(s)

  • Robert F. Schatz, n/a (he/him/his)

    Partner
    ESOP Plus®: Schatz Brown Glassman LLP
    West Hartford, Connecticut, United States

    PDF Slides

  • Michael James McGinley, ASA, CVA

    Managing Director
    Prairie Capital Advisors, Inc.
    Kennesaw, Georgia, United States

  • Dawn Goestenkors (she/her/hers)

    Executive Vice President
    TI-TRUST
    Quincy, Illinois, United States

    PDF Slides
Thinking about establishing an ESOP as an ownership succession/business perpetuation plan? Let's see if you are (or are not) a good candidate and what you need to think about before engaging (and spending money on) advisors. NCEO Resource:
Selling to an ESOP

Learning Objectives:

  • Determine if the company is or is not a good candidate to establish an ESOP, including whether an ESOP transaction will accomplish the company's and its employees' objectives
  • Verify if the owner (selling to the ESOP) is a good candidate to undertake an ESOP transaction, including whether an ESOP transaction will accomplish the owner's objectives
  • Understand the benefits of an ESOP and help the owner determine both the value of his or her company and what he or she can expect to receive (i.e. managing expectation)