* Small ESOPs are viable! *How to analyze whether your Company is viable for an ESOP. *Structures for ESOPs (S-Corp vs. C-Corp. and 1042). *Financing a Small ESOP - Benefits of an SBA loan and other alternatives *Negotiation and completion of transactions and timing. *Sustainability into the future of the ESOP.
Learning Objectives:
Analyze whether their small company would be a good fit for an ESOP.
Logically consider potential transaction structures and understand how to finance a small ESOP.
Understand what it would take to complete an ESOP transaction and the duties of maintaining the ESOP in the future.
Avery M. Chenin, JD (he/him/his)
SCJ Fiduciary Services, General Counsel SCJ Fiduciary Services Cleveland Heights, OH
Phillip Chou
Sr. Managing Director AmbroseAdvisors, LLC Las Vegas, NV