Purchase the Training Pack ($199.00)
to get the recording, transcript, and presentation materials for this webinar in a single download. Please allow up to 30 days after the webinar for the Training Pack to be available.
Sell-side advisory services is the most savvy way to crack into Employee Stock Ownership Plans (“ESOPs”), and as a unique ownership transition strategy there are many tax, financial and business advantages to consider. Despite these advantages, most valuation practices are not equipped to participate in the ESOP market. Experts Brian Bornino and Tracy Woolsey use case studies and share practical experience that will allow you to assist your clients with the evaluation and execution of ESOP transactions. Gain insight to how ESOPs work for the selling shareholders, the company, management, and employees, and a new appreciation for the impact sell-side ESOP expertise can have on your practice.
Program Agenda
How ESOPs work and their role as a unique ownership transition strategy
ESOPs and their unique financial, tax, and business advantages
Roles that valuation firms and CPAs can play in assisting their clients with ESOP transactions
Market opportunity to be a company-side advisor on ESOP transactions
Case studies of actual ESOP transactions, including how the ESOP solved a business succession issue and the roles that valuation firms and CPA firms played in assisting their clients in these transactions
Learning Objectives
Learn how ESOPs work and their role as a unique ownership transition strategy
Discuss the financial, tax, and business advantages of ESOPs
Understand the roles that valuation firms and CPAs can play in assisting their clients with ESOP transactions
Review the market opportunity to be a company-side advisor on ESOP transactions
Analyze a case studies of actual ESOP transactions, including how the ESOP solved a business succession issue and the roles that valuation firms and CPA firms played in assisting their clients in these transactions
BVR's Training Packs are an indispensable addition to any valuation reference library. Use them as training tools as many
times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.
Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:
Recordings and transcripts of the presentation
All presentation visual aids and handouts
All ancillary reading materials suggested by our presenters
If you are ordering a Training Pack after the four week window, the download link will be sent to you immediately via email. Please
check your spam folder and add customerservice@bvresources.com to your “safe list”
to ensure you receive your Training Pack.
Business Valuation Resources offers a 100% money-back guarantee on our training services. If you are not completely satisfied
with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.
