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Employee Benefit Plans Conference 2019

EBP1921 - Is an ESOP Right for Your Company?

May 6, 2019 4:25pm ‐ May 6, 2019 5:40pm

Standard: $49.00


This session will discuss whether an ESOP is the best business succession planning tool for a company. We will provide an overview of an ESOP, why a company might or might not want one, and tax/economic/business perspectives of an ESOP. We will provide a case study to illustrate the analysis.

  • Identify clients in which an ESOP as a business succession planning alternative is appropriate.
  • Recall aspects of an ESOP in order to propose to potential ESOP candidates.
  • Recognize potential advantages and disadvantages of ESOPs, including concerns related to risk, cost, and complexity.


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