ESOP’s are the ideal exit and liquidity planning tool when business continuity, corporate legacy and employee retention are key drivers over upfront cash. This course will explain why ESOP implementation is an attractive exit strategy for both small, mid-market and large private companies. It will provide learners with an unbiased discussion of when an ESOP makes sense, when it doesn’t and what are the key drivers and obstacles for an ESOP to succeed over other exit options.

Here’s a look at some of the topics that are covered:

- The market opportunity for ESOPs
- The many uses for ESOPs
- Business owner exit strategy/next generation transfer
- Liquidity/diversification for closely held stock
- Partner buy out
- Desire for employee-owned culture
- Divorces/immediate cash needs
- Enhanced employee benefits/handcuffs
- The impact of Section 1042 and qualified replacement property
- S Corps and ESOPs
- The use of warrants
- The ROTH option

The course requirements include a video lecture that will be followed by a multipole choice exam.