Seminar Series - The ESOP Alternative: A Viable Liquidity Solution for Business Owners


Event Details


June 16, 2015 7:30 AM - 9:15 AM CDT

Add to Calendar


Registration has closed as capacity has been met.  Please consider attending the program on Friday morning with speaker Rick Calder, President and CEO, GTT. 

Increasingly, owners of privately held businesses are considering the sale of their companies to an Employee Stock Ownership Plan (ESOP) as a tax preferred liquidity alternative. This program will explore the unique benefits and challenges of structuring an exit through a full or partial sale to an ESOP, including the ability of companies with set aside work to gain liquidity through an ESOP structure.   Additional topics covered include:

· The key deal and financing terms of an ESOP transaction

· The process and timing for implementing an ESOP

· The unique tax advantages of an ESOP structure
· Comparing and contrasting a traditional M&A sale to an ESOP

· The cultural and organizational impacts of an ESOP

Our panel will include legal and investment banking experts, as well as two business owners who successfully completed ESOP transactions.  

Frank Cucci, Founder and Owner, Linxx Global Solutions
Mike Tyrrell, President, iGov
Mitch Martin, Principal, The McLean Group
Moderator: Scott Meza, shareholder, Greenberg Traurig

Hosted by: ACG
National Capital