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Employee Stock Ownerships Plans ("ESOPs") are a powerful tool for aligning employees and employer interests while providing owners with a tax-efficient liquidity option. Join Leslie Lauer, CFP®, ChFC®, CEPA® for an overview of ESOP transactions, as well as the following topics

  • ESOP overview and suitability
  • Tax and other benefits for the seller, company and employees
  • Transaction process, timeline and cost
  • Side by side comparison of third-party sale to an ESOP
  • ESOPs and private equity

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) 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:

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