ESOP 101: Understanding ESOPs As a Flexible Exit Strategy

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1.0 CPE Credit

in the Field of Finance

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Basic

Learning Objectives: 

  • Define what an ESOP is. 

  • Recognize pros/cons of an ESOP sale versus other alternatives.

  • Review the tax advantages provided by the various ESOP structures.

BDO USA, LLP 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

Blake Head

Managing Director & Group Head, ESOP Services, BDO Capital Advisors

Bruce Ballard

CEO, AMS Retail Solutions

Mark Weisheipl

Director, ESOP Services, BDO Capital Advisors

Scott Leach

Director, ESOP Services, BDO Capital Advisors

NOTE: There is no CPE for this webcast.

Access the presentation here.

Contact

Kathleen Bajart


Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

Recording


View Recording

Contact

Kathleen Bajart


Technical Support

+1 844-580-6963

BDO Employees

+1 844-580-6963

Share

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