For recorded audio, please click HERE.
In this program, Mr. Willner and Mr. Chou (Ambrose Advisors) will present an overview of a basic leveraged ESOP transaction. In this informative hour, we will cover:
- What is an ESOP and how it benefits a company, its owners and employees
- The requirements for an ESOP
- The risks entailed in financing an ESOP and how to mitigate the risks
- Why it makes sense to finance an ESOP
- Customary financing terms and conditions
- Seller and company tax considerations
- Role of bank counsel
