Employee Stock Ownership Plans (ESOP) can be used as an effective exit strategy for business owners of privately-held enterprises. This course will provide an overview of the ESOP buyout strategy and how it can be relevant to the business owners as well as their trusted CPA advisors.

Learning Objectives

• ESOP overview
• Why are ESOPs good for CPAs
• What’s appealing about an ESOP to business owners
• Tax and other benefits for the seller, company, and employees
• Side by side comparison of third-party sale to an ESOP
• Transaction process

Designed for

Accounting Professionals

Prerequisite

Experience with business clients

Advanced Preparation

None

Field of Study

Taxes

Level

Intermediate

CPE Credits

1.2 CPE credits