Unlocking an ESOP’s Potential

Employee stock ownership plans are having a moment. From WSJ to 60 Minutes to some high-profile transactions, these powerful M&A alternatives are in the zeitgeist. But when it comes to building a solid succession or exit plan, buzz-worthiness is no substitute for a good fit. 

So, when does it make sense to consider a leveraged ESOP? 

David Blauzvern, an award-winning advisor with CSG Partners, will share the common use cases and metrics behind successful ESOP strategies. He’ll also explain how closely-held companies can maximize ESOP benefits as well as outline the costs and potential downsides of a typical transaction. 

This session is geared for advisors who have been introduced to ESOPs, but who have yet to apply an employee ownership strategy in a real-world engagement. 

Learning Objectives 

• Appreciate when ESOPs are good fits for private and family-owned companies 
• Identify scenarios and use cases that lend to effective ESOP strategies 
• Learn how ESOP feasibility is assessed 
• Understand the basic elements and costs of an ESOP transaction