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Menke esop301how

ESOPS 301: HOW TO SELL COMPANY STOCK TO AN ESOP & RESULTING TAX ADVANTAGES

Please note that the course titles have updated since 2017. Be sure to read the course description carefully to ensure you are registering for the correct course. While suggested, you are not required to take the ESOP course series in order.
Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 2, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Series: ESOPs, Taxes
Course Description

Intermediate ESOP topics. This 90-minute webinar includes details on (a) how ESOPs are structured and financed, (b) the tax differences between S corporation and C corporation ESOP owned companies, (c) who runs and controls an ESOP owned business, and (d) how ESOP shares are valued compared to other sale options. The recommended prerequisite is Module 1.

Learning Objectives


  • Identify the differences between C corporation strategies and S corporation strategies

  • Determine how valuation issues interrelate with the timing of tax law changes

  • Identify the pros and cons of seller financing versus bank financing

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kyle Coltman

Menke and Associates, Inc
Chief Executive Officer
kcoltman@menke.com
(415) 318-1011

Menkeco

Kyle Coltman has worked extensively in the design of employee buyouts since joining the firm in l979. During this time, he has supervised several hundred ESOP buyouts for owners of privately-held firms. Mr. Coltman’s responsibilities encompass all phases of deal structuring, financing, and coordination of ongoing services. Mr. Coltman graduated with honors from the University of California, San Diego, receiving a B.A. degree in Economics. He received his M.B.A. degree in finance at the University of California, Berkeley.

Linkedin

Phillip DeDominicis

Menke and Associates, Inc
Managing Director - Investment Banking
pdedominicis@menke.com
410-885-2531

Menkeco

Before joining Menke & Associates 20 years ago, Mr. DeDominicis spent three years as Director of Investment Banking for the Mergers & Acquisitions Group of Citigroup in New York, focusing on changing the control advisory assignments to middle-market companies. Prior to that, Mr. DeDominicis spent ten years as Director of Investment Banking for the Mergers, Acquisitions & Private Finance Group of Morgan Stanley. Mr. DeDominicis received his degree in Chemical Engineering from the University of Delaware in 1985 and his MBA degree in Finance and Accounting from the Anderson Graduate School of Management at UCLA in 1989.

About Our Presenter

Menkeco
Menke & Associates is a nationally recognized firm that specializes in the design and installation of employee stock ownership plans (“ESOPs”). Since 1974 Menke & Associates has provided comprehensive ESOP services including feasibility and design, financial consulting, legal services, employee communication, and plan administration/ record keeping services. Menke & Associates has installed over 3,000 ESOPs.