Selling to employees can be a great way to transition ownership – given the right set of circumstances. In this session we will discuss the practical considerations with structuring ESOP transactions. Most transactions are designed as an exit vehicle for a closely held company. ESOP’s are often viewed as “tax incentive centric” – and as such we’ll discuss tax considerations (and post-tax deal proceeds) for both S-Corps and C-Corps. We’ll also review what makes a company an ideal ESOP candidate… and what features might make owners look to other exit options.
