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ESOP Transaction Roadmap from Feasibility to Closing
December 5, 2023 @ 1:00 pm – 2:00 pm EST
In part two of this series, join BDO Capital Advisors as they provide a detailed overview of the process that we take with companies and selling shareholders to assess the feasibility of an Employee Stock Ownership Plan (ESOP). We will walk through the steps required to execute an ESOP transaction and discuss the players that should be involved once the decision to implement is made. Hear personal insights from Clean Scapes on how they navigated the ESOP transaction process.
BDO Capital Advisors
Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, P.C, a Virginia professional corporation. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC)
Delivery: This webcast will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Learning Objectives:
- Summarize the time commitment of the management team during the ESOP transaction execution phase.
- Construct a project plan for the execution of an ESOP transaction.
- Identify process recommendations for a company preparing to pursue an ESOP transaction.
BDO USA, PC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
