ESOPs Explained: What Every Accounting Pro Should Know
Please join us for an interactive discussion where Michael Bannon, Managing Director at CSG Partners will provide a comprehensive overview of employee stock ownership plans (ESOPs), exploring their basic fundamentals, key benefits, and strategic implementation. Family-owned and privately held companies are increasingly turning to ESOPs as M&A alternatives. These strategies enable shareholders to realize partial or complete liquidity events at fair market valuations without sacrificing the independence of their businesses. Participants will gain an in-depth understanding of how leveraged ESOPs can be utilized as a powerful tool for meaningful business transitions.
- Understand the key mechanics, pros, and cons of ESOP-led succession strategies
- Note the differences between ESOP sales and other M&A options
- Appreciate the tax benefits and corporate structures associated with ESOPs, including the 1042 election
- Learn ESOP best fits and common use cases
Target Audience: Managing Partners, COOs and CFOs
CPE: No continuing professional education credit (CPE) will be offered for participating on this webinar.
Registration Fee: Free
Since 2000, middle-market companies nationwide have turned to CSG Partners as their leveraged ESOP advisor. Custom strategies, driven by detailed analytics and comprehensive financing solutions, have helped private and family-owned firms navigate business transitions, unlock wealth, and create broad-based prosperity.
Our multidisciplinary team takes pride in demystifying complex concepts and making employee ownership accessible to all. It's one of the many ways we've earned our reputation as the nation's leading ESOP investment bank.
