My Company is Employee-Owned through an ESOP. What is an ESOP, and what does it mean to me?

Overview:

What is an ESOP, and what does it mean to me? 

This webinar will equip you with a baseline understanding of what an ESOP is, how an ESOP transaction works, and how ESOP benefits are administered and delivered to employees. 

In addition, we will discuss special challenges and opportunities related to working at an ESOP-owned business. 

Lastly, we will discuss how working at an ESOP-owned company impacts employees in all roles, from front-line employees to members of management and everyone in between. 

Discussion topics include the following: Selling options available to business owners today, an ESOP is an employee trust and a retirement fund, ESOP transaction structure and process, why owners choose to sell to an ESOP, Tax advantages for ESOP-owned companies, business performance after becoming an ESOP, Employees at ESOP-companies vs other forms of ownership, ESOP valuation process, ESOP administration process, ESOP impact on all employees, ESOP impact on management, finance, and HR, common ESOP misconceptions, additional resources 

Why you should Attend:

The positive impact on employees of working at employee-owned organizations cannot be overstated. The most common form of employee ownership in the U.S. is through an ESOP. If you are new to an ESOP-owned company or your organization recently transitioned to employee ownership through an ESOP, this webinar is for you. 

Working within this kind of organization differs greatly from places you may have previously worked. Particularly if you are in a leadership position, in finance/accounting, or in HR within your organization, you will likely receive many questions from employees about the ESOP. This webinar will equip you with the knowledge to answer questions and take full advantage of the ESOP. 

Areas Covered in the Session:

• Selling options available to business owners today
• An ESOP is an employee trust and a retirement fund
• ESOP transaction structure and process
• Why owners choose to sell to an ESOP
• Tax advantages for ESOP-owned companies
• Business performance after becoming an ESOP
• Employees at ESOP companies vs other forms of ownership
• ESOP administration process
• ESOP valuation process
• Best ways to increase value 
• ESOP impact on all employees
• ESOP impact on management, finance, and HR
• Common ESOP misconceptions 

Who Will Benefit:

• President 
• Chief Executive Officer 
• Owner 
• Partner 
• Chief Financial Officer 
• Controller 
• CPA 
• HR Director