Strategic Preparations for the Feasibility Study: Positioning Yourself and Your Company for Success

Tuesday, April 30, 2024

2:45 PM - 3:45 PM ET

Location: 103

Earn 1 CE Hour

CE Type: CPE

Long before any stock changes hands, the most successful leaders prepare themselves and their companies. This session will outline various critical factors, from the governance and management teams to tax-related business planning structures, that will make a feasibility study, the transaction, and the post-transaction company meet the seller's goals. The session offers a deep dive into the essentials of preparing for an ESOP or non-ESOP transition, shining a light on non-tax and technical considerations crucial for effectively guiding the company's direction.

Learning Objectives:

Identify and assess technical structuring and organizational needs for properly developing the strategy and preparing for the feasibility analysis.
Determine what is necessary to investigate and be prepared to be an employee-owned company.
Identify the operational, financial, leadership, and technical issues that determine what the best approach to the ESOP (or non-ESOP) feasibility analysis.

Kevin G. Long
President / Shareholder
Employee Benefits Law Group
San Jose, California
Timothy Garbinsky, n/a (he/him/his)
Communications Director
National Center for Employee Ownership
Covina, CA