Introduction to ESOP

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


Experience with business clients

Advanced Preparation


Field of Study




CPE Credits

1.2 CPE credits


Phillip Chou

Phillip Chou

Co-Founder, Senior Managing Director at AmbroseAdvisors
Jason Chen

Jason Chen

Vice President at AmbroseAdvisors


Date: Wednesday, December 13, 2023

Time: 1:00 PM – 2:00 PM ET 



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