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The Power of ESOP: An Alternative Liquidity Solution for Company Owners

October 10, 2018
7:30 AM to 10:00 AM EST

Charles I. Ecker Business
6751 Columbia Gateway Drive
Training Center, Room 6
Columbia, MD 21046
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Irina Roz
  • Summary
  • Agenda
  • CPE Information
  • Presenters
Should you consider an ESOP as an exit strategy? Join BDO USA, LLP, Wells Fargo and Professional Services Council for a complimentary, CPE-qualified seminar to learn about the power of an Employee Stock Ownership Plan (ESOP). Why is it popular, and what could be the business, seller, and employee benefits to your organization.

The session will be an overview of the ESOP market opportunity, candidate characteristics, tax and entity structuring options, as well as financing and regulatory considerations.

The discussion will also touch on several case studies to highlight the best practices and lessons learned for owners who wish to sell their business without giving up control.

We look forward to seeing you there!
7:30 AM to 8:00 AM -  Registration

8:00 AM to 10:00 AM - Program

Breakfast will be provided
This session will be an overview of the ESOP structure (particularly the S-Corp ESOP structure).  This discussion will highlight a case study that provides a clear liquidity option for business owners who want to sell, but not give up control of the business.

Learning Objectives
  • Review major state tax trends that are impacting the taxation of multistate and multinational businesses from a corporate income/franchise tax, as well as a sales, use, and other transactions tax perspective.
  • Learn about the major court decisions, legislation, and administrative developments that will impact their current filings as well as their businesses in future years.
  • Understand how state taxes will continue to impact their business activities in 2018 and beyond.
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 2.0 CPE credits in the field of Specialized Knowledge
Program Level: Overview
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
James Powers - Managing Director ESOP Advisory Group, BDO USA, LLP

Eric Pietras, SVP Wells Fargo Business Development Officer Government Services Group
Alan Chvotkin, EVP & Counsel, Professional Services Council