August 29, 2025|Speaking Engagements
Robert Willner speaks at The ESOP Association California/Nevada Chapter – 2025 Annual Conference on the topic of “M&A Essentials, ESOP Issues and Financing Considerations,” on September 25, 2025.
This session delves into the critical aspects of mergers and acquisitions, providing participants with a comprehensive understanding of the key elements that drive successful transactions. Attendees will explore valuation methodologies, uncovering how market conditions and financial metrics influence company valuations in M&A contexts. The session will also highlight the tax advantages of using ESOP-owned companies for acquisitions, and guide participants in evaluating whether transactions are accretive to shareholder value. Additionally, the session will cover various sources of transaction financing and effective negotiation strategies to secure favorable financing terms. And finally we will cover frequent ESOP-specific issues that arise in M&A transactions.
For more information about the Conference, click HERE
