This webinar will provide an overview of the Employee Stock Ownership Plan (“ESOP”) sale process, including comparing an ESOP to a traditional M&A sale process, and discussing new ESOP sale financing options. Topic covered in this session include options for today’s selling business owners, characteristics of a good ESOP candidate, similarities and differences between an ESOP and a traditional M&A sale process, critical steps and individuals involved in an ESOP sale process, and how ESOP transactions can be financed and structured to maximize seller cash at close.

Learning Objectives:

• Identify the characteristics of businesses that should consider ESOP in a sale process


• Evaluate the tax advantages available to sellers in an ESOP transaction


• Recognize how long a typical ESOP transaction takes to execute and the key individuals involved


• Define key similarities and differences between an ESOP transaction and a 3rd party sale


• List available funding sources for an ESOP transaction