Online Seminars
Charitable Giving

The Mature ESOP: Making Everyone an Owner After the Loan is Paid

May 16, 2012   8 a.m. - 9 a.m PST
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Following a leveraged ESOP transaction, a large amount of stock goes into employee accounts each year — until the day the loan is paid off and all the shares are allocated. How do employee hired thereafter get in on company ownership? How can you dodge the "haves" and "have-nots" syndrome? Get answers here.

Instructor:  Martin Staubus Beyster Institute
Cost:  $45

Charitable Giving

The Hunter, Not the Hunted: Acquisitions by ESOP Companies

June 13, 2012   8 a.m. - 9 a.m PST
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Once, ESOP companies were thought of as weaklings - debt-ridden, maybe even set up to avert a closing of the company. My, how things have changed. Especially for ESOP-owned S corporations, ESOP companies now find themselves positioned to be the hunters, acquiring other companies that can't keep up. Indeed, the ESOP can be a special advantage in structuring acquisitions. If your company has never undertaken the acquisition of another firm, this is your chance to demystify the process. Learn the ins and outs from ESOP executives who have been there and done that.

Instructor:  Anthony Mathews Beyster Institute
Cost:  $45