|
|
| Learn How to Put the ESOP Valuation Pieces of the Puzzle Together Successfully |
Course CPE: 10 hours
Field(s) of Study:Accounting–2 hours; Business Law—2 hours; Business Management & Organization—2 hours; Economics—2 hours; Finance—2 hours
Program Level: Overview
Prerequisites: None
Delivery Method: Self-Study
Advanced Preparation: None |
Item
Number: 19BV0729ESOP
Shipping Weight: 0lbs. 0oz. |
| Price:
$440.00 |
|
|
|
|
Recording Date:July 29-August 2, 2019
Program Description
In the United States, approximately 53% of Baby Boomer business owners plan on exiting their business within the next 10 years. Historically, owners have either decided to wait for a private equity partner to acquire their business, transfer it to a family member, or work until the business closes. An attractive alternative to those options for some business owners would be a sale to an Employee Stock Ownership Plan (ESOP). Under the IRC 401(a)(28)(C), a privately held business that is an ESOP must conduct an independent appraisal of its shares each time the ESOP acquires stock, at the end of year, and every year thereafter.
Learning Objectives
After completing this webinar, attendees will be able to:
- Describe ESOP to their clients and how they work
- Identify the implications of the repurchase obligation in privately held ESOP companies
- Explain how to apply marketability discounts
- Demonstrate how the value drivers from the valuation report is invaluable to the owner and employees
Who Should Attend
CEOs, CPAs, CFOs, attorneys, financial planners, valuators
Presenter(s):
Stephen White |
|
|
