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This session will review the estate planning opportunities that are available to business owners who are undergoing an ESOP transaction.

In this session, we will explore relevant transaction alternatives available to highly-regulated businesses such as healthcare and, in particular, senior housing and elder care. Introduction of exit strategies from recapitalization/financing structures to selling to strategies for cash or employees through a stock sale will be covered.

This webinar will discuss the accounting treatment and other implications of often-overlooked alternatives to a traditional leveraged ESOP deal structure.

This webinar will explore important considerations when planning leadership succession at the C-Suite level, in service to the successful sustainability of your employee-owned company. We'll also discuss the current COVID-19 crisis and its potential impact on succession issues.

Discuss the many nuances of ESOP plan design.

How well educated are your employees about financial wellness? As employee-owners, they have more possibilities and more to think about. This series of conversations with ESOP financial advice experts Peter Newman of Peak Wealth Planning and Jamie Waldren of Wells Fargo Retirement Advisory Services is packed with tools that you can use to help educate your management team and employees.                  

How well educated are your employees about financial wellness? As employee-owners, they have more possibilities and more to think about. This series of conversations with ESOP financial advice experts Peter Newman of Peak Wealth Planning and Jamie Waldren of Wells Fargo Retirement Advisory Services is packed with tools that you can use to help educate your management team and employees.                  

This webinar provides you with an overview of how employee stock ownership plans (ESOPs) work, with the focus on financing the ESOP transaction to help you assess whether an ESOP is feasible for your company. You will learn: How you can best finance an ESOP. Webinar Replay  

The webinar reviews the different ways to finance an ESOP including the different sources of capital, how they differ from each other and when one may be more appropriate than another.  We also discuss current market conditions for the various types of ESOP financing available. 

Discuss financing options from the creation of the ESOP (during the transaction) and how to fund growth as your ESOP matures.