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ESOP Overview for Owners, CFOs & CPAs

ESOP OVERVIEW FOR OWNERS, CFOs & CPAs

Cost Free
Presentation Length 2.0 hours

Recorded DateFebruary 9, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: ESOPs, Taxes
Course Description

This 2-hour webinar provides a broad overview of Employee Stock Ownership Plans or "ESOPs."

Topics include: using ESOPs as a business succession tool, how ESOPs are structured and financed, typical scenarios where they are used, the tax differences and benefits between S corporation and C corporation ESOP owned companies, who runs and controls an ESOP owned business, how ESOP shares are valued compared to other sale options, and how employees benefit personally and become more productive.

Learning Objectives:


  • Identify when ESOPs may be useful

  • Identify basic facts about ESOPs and the benefits they provide owners & employees

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

  • Define how ESOPs valuations are derived

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

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Phillip DeDominicis

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

Menkeco

Before joining Menke & Associates 15 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.