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Setting Up for Success Post ESOP Transaction: Selling Shareholder Perspectives
March 19 @ 1:00 pm – 2:00 pm EDT
Now that you’ve sold to an employee stock ownership plan (ESOP), what’s next? In part three of this series, hear from BDO Capital Advisors regarding common duties and responsibilities following an ESOP implementation. We will also provide an overview of best practices for governance, communication, and sustainability, concluding with insights from leaders of ESOP-owned businesses.
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:
- Develop a post-transaction compliance to-do list.
- Integrate the ESOP into ongoing employee communication.
- Plan for future recommended steps and best practices to help ensure sustainability of the new ESOP company.
BDO USA, P.C., 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
