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Corporate structures, like almost everything else in the business environment, has pros and cons. The S Corporation structure possess unique attributes and rules of its own. Join this webinar to learn more!

Discuss the process and complexities associated with selling an ESOP company

The sale of an ESOP company has unique complexities that need to be accounted for to ensure a successful outcome.

Join this session to discuss a common but rarely discussed ESOP option - selling your business to an already established ESOP. 

The webinar will provide an overview of the concept of stewardship and how the constructs of stewardship are important to employee ownership culture.  

Get administrative best-practices for your partial ESOP.

The first challenge for an ESOP company is completing annual compliance tasks with help from its CPA firm, bank, and ESOP service providers.

Managing repurchase obligation is not a “set it and forget it” endeavor. It requires monitoring, planning, and an understanding of strategies available to your Company. This session will cover strategies and available options to help manage repurchase obligation.

This session will focus on how to implement an effective Succession System, including who to involve in the process, how and when to start thinking about leadership succession and detailing the necessary steps in the process.

Join this webinar for an interactive discussion on the challenges faced by ESOP-owned businesses throughout their life cycles.