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