Selling an ESOP Company can be a complex process with unique considerations. In this session, we will delve into the intricacies of this process, covering: • The circumstances that may drive the sale of an ESOP Company. • What constitutes an offer in such transactions. • The key parties involved in the transaction. • ESOP-specific deal issues that need to be addressed. By attending this session, you'll gain a comprehensive understanding of the steps and complexities associated with selling an ESOP Company, ensuring that you are well-prepared to navigate this process effectively. Don't miss this opportunity to enhance your knowledge of ESOP Company sales.
Learning Objectives:
Understand the pros and cons of selling an ESOP Company.
Grasp the circumstances that drive the decision to sell (or not to sell) an ESOP Company.
Understand the duties and responsibilities of and the "roles" played by, the Board of Directors, the ESOP Trustee, and the company's management in the sale process.
Robert F. Schatz, n/a (he/him/his)
Partner ESOP Plus®: Schatz Brown Glassman LLP West Hartford, CT
John P. Murphy
President Atlantic Management Company, Inc. Portsmouth, NH