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Demystifying ESOPs as an Exit Strategy

 Demystifying ESOPs as an Exit Strategy
CPE Credit

Program Type: Recorded Webinar (Audio, PPT Presentation)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught.
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 16PEP0928
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

This webinar will illustrate practical considerations with structuring employee stock option purchases (ESOP) transactions. Most transactions are designed to be an exit vehicle for the owner of a closely held company. This webinar features an example of a transaction with real world numbers. ESOPs are known to be tax incentive centric and appropriate tax considerations will be covered for both S and C Corporations. Please join us for this fact filled look at ESOPs.

Learning Objectives

After completing this webinar, attendees will be able to:

- Illustrate the most common application of an ESOP with an example
- Examine the tax incentives for both C and S Corporations
- Provide insights into successful ESOPs based on experience with hundreds of transactions

Who Should Attend

Valuation practitioners, CPAs, accountants, business advisors, middle market business owners, controllers, CEOs, CFOs, financial advisors, attorneys, estate planners, wealth managers, investment bankers, business brokers, insurance professionals, M&A advisors, commercial lenders, and any financial professional or advisor who works with business owners or would like a more advanced understanding of value acceleration and the exit planning industry.


Scott Miller, CPA, ABV, PFS, CVA, CEPA
Mr. Scott Miller is the Founder and President of Enterprise Services, Inc., where he has helped hundreds of businesses through transition planning. Mr. Miller is the author of several books including ‘Buyouts: ESOPs Savvy Strategy for Tax Management’ and ‘Buying and Selling Companies,’ he has also published in the leading journals Valuation Strategies and Journal of Accountancy. He has authored technical seminars for the American Institute of Certified Public Accountants
and the National Association of Certified Valuation Analysts, is a recognized authority on business valuations and is a featured speaker in webcasts, seminars and national conferences.