How to Make a Small ESOP the Right Way, from Analysis, SBA Financing and Completion!

Monday, April 29, 2024

3:45 PM - 4:45 PM ET

Location: 101 - 102

Earn 1 CE Hour

CE Type: CPE, SHRM

NCEO Toolkit: Finance Toolkit

* 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