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

May 22, 2019
7:30 AM to 10:00 AM EST

Greensboro Conference Center
8401 Greensboro Drive
First Floor
McLean, VA 22102
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Jasmin Miah
  • Summary
  • Agenda
  • CPE
  • 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 - 

Breakfast will be provided

8:00 AM to 10:00 AM -
Upon completion of this course, participants will be able to:
  • 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 2019 and beyond.
Delivery: Group Live
Prerequisites: None
Advanced Prep: None
Credits: 2.0 CPE credits in Specialized Knowledge
Program Level: Basic
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

Jamie M. Waldren, CFP®
Managing Director – Investments, Wells Fargo Advisors
Alan Chvotkin, EVP & Counsel, Professional Services Council