Join us for a session that delves into the world of warrants, a powerful tool in financing ESOP transactions. We'll explore the diverse characteristics and applications of warrants, shedding light on how they can be effectively used to facilitate and complete an ESOP transaction. Additionally, we'll discuss the crucial tax aspects associated with warrants, providing you with a comprehensive understanding of their financial and strategic value in the ESOP context. Don't miss out on this opportunity to gain insights into the practical use of warrants for ESOP financing and transactions.
Learning Objectives:
Define what a warrant is and describe how they are used in ESOP transactions.
Understand how warrants are an important part of deal structure and negotiations.
Describe key tax consequences for both the company and the warrant recipient.
Dan Sailer, CPA/ABV, CFA
Director, Valuation Services KSM Indianapolis, IN
Andrew Berger, CPA
Director, Tax Strategies Kreischer Miller Horsham, PA