• Webinars

    BDO webinars bring our community together in an online setting
    to connect with each other and share insights into the topics and trends.

Why Employee Stock Ownership Plans Are Becoming a First Option Instead of a Last Resort

August 16, 2022
1:00 PM to 2:00 PM EST

Kara Shively
Email
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844-580-6963

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(BDO Employees):
888-236-9111
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  • Summary
  • CPE Information
  • Speakers
Employee stock ownership plan (ESOP) transactions are becoming a more common exit strategy for business owners. ESOPs are now often seen as an equal and viable alternative to other types of M&A transactions due to a variety of factors, including increased acceptance by lenders, government support programs, tax advantages, and environmental, social and governance (ESG) considerations. In this webinar, we will discuss factors in the current environment that favor ESOP transactions and what business owners should consider when looking to sell all or part of their business.
Blake Head
Managing Director & Group Head, ESOP Services
BDO Capital Advisors, LLC

Scott Leach
Director, ESOP Services
BDO Capital Advisors, LLC

Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visitwww.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC) 
Learning objectives:
  • Discuss market trends impacting ESOP transactions
  • Explain how an ESOP transaction compares to other liquidity alternatives
  • Review available ESOP incentive programs
Delivery: This webinar will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Credits: 1.0 credit in the field of Finance
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