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ESOPs: Nuts & Bolts

 ESOPs: Nuts & Bolts
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Specialized Knowledge & Applications
Item Number: 15PMA0521
Shipping Weight: 0lbs. 0oz.
Price: $80.00
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Program Description

This webinar covers the basic feautures of ESOPs (Employee Stock Ownership Programs). It explores the main uses of ESOPs, their advantages and disadvantages, and the mechanics for their implementation. In addition, this session outlines the steps required to create an ESOP and other considerations such as: average cost, feasible entities, and potential effects on company personnel.

Learning Objectives

After completing this webinar, attendees will be able to:

- Summarize the main uses of Employee Stock Ownership Programs (ESOPs)
- List the main advantages and disadvantages of creating an ESOP
- Identify the key steps of creating an ESOP
- Describe the main considerations associated with the creation of an ESOP

Who Should Attend

Investment bankers, M&A advisors, Investment and financial analysts, CPAs, Financial officers, CEOs and CFOs, Transaction lawyers


Enrique Brito, MBA, CFA, CVA, CM&AA
Mr. Enrique Brito is Partner and practice leader of Corporate Advisory Services at Tatum, an executive advisory firm in Washington D.C. area. He is also managing director at Kaizen Consulting Group, an M&A advisory firm based in Reston, Virginia. Previously, he was Senior Managing Director at The McLean Group, LLC, a national middle market investment bank in Washington D.C.

Mr. Brito focuses on advising owners of middle market businesses on how to maximize and harvest business value through the implementation of growth strategies (acquisitions, capital formation, value enhancement) and transition plans (preparation for sale, transaction structuring, and negotiation).

Mr. Brito has more than 25 years of experience in investment banking and corporate finance. He has been involved in transactions in the U.S. and in several Latin American countries including Mexico, Venezuela, Colombia, and Peru. He is a national instructor in mergers and acquisitions, negotiation, and business valuation topics and is a regular contributor to local business publications as well as a speaker at national conferences on M&A topics.