This session will cover crucial aspects of ESOP transactions, including: • The necessary steps when offers are made or solicited. • Evaluating offers extended to ESOP companies, with a focus on the dynamics between different transaction parties and their advisors. • Addressing legal requirements and governance considerations associated with these transactions. • Exploring the considerations for both ESOP company buyers and sellers. By attending this session, you'll gain a comprehensive understanding of the key elements involved in ESOP transactions, ensuring that you are well-prepared to navigate this complex process effectively. Don't miss this opportunity to enhance your knowledge of ESOP transaction dynamics and legal requirements.
Learning Objectives:
Define the legal requirements for boards and fiduciaries in the offer/sale process.
Understand the roles of and interactions between, the parties to an ESOP company sale transaction.
Describe the legal and financial considerations for buyers and sellers of ESOP companies.