Introduction to ESOPs. This 90 minute webinar provides a broad overview of Employee Stock Ownership Plans. Topics include (a) an industry overview, (b) how ESOPs are designed as a qualified company retirement plan, (c) using ESOPs as a business succession tool, and (e) typically scenarios when they are used.
Identify basic facts about ESOPs and the benefits they provide owners & employees.
Identify how to design and use an ESOP.
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.
Prior to joining Menke & Associates, Mr. DeDominicis spent three years as Director of Investment Banking for the Mergers & Acquisitions Group of Citigroup in New York, focusing on change of 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 l985, and his MBA degree in Finance and Accounting from the Anderson Graduate School of Management at UCLA in l989.
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