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COR2303
ESOP’s for Contractors to include Selling Process and Fiduciary Responsibilities
Date
December 4, 2023
$49
Standard Price
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This includes sessions from the conference: 2023 AICPA & CIMA Construction & Real Estate Conference
This session will cover what a contractor needs to know when considering an ESOP as part of a succession/continuity and ownership transfer strategy. This session will provide an analysis from beginning to end so that there are no surprises, and will assist the contractor and advisor in knowing the process and what questions to ask and how to analyze an ESOP as a succession alternative in a construction environment. The session will also focus on providing the ESOP candidate an understanding of the selling process and fiduciary responsibilities.
Learning Objectives
- Determine what an ESOP is and how it works
- Recall the myths, transaction structures, and tax efficiencies of ESOPs and how it operates in a Construction environment
- Determine how the selling process works and what are the fiduciary responsibilities for the ESOP candidate as well as what questions to ask
- Identify how to hold your advisors accountable and how to analyze a Phase 1 ESOP feasibility report
Speakers
Anthony S. Ivener, CPA, CGMA
President, Ivener Management Group
James F. Joyner III, CPA, ABV, CVA, CPC, AIFA, CRM , CPV
Owner / Managing Member, Integra Benefits Consulting LLC
General
Session Categories
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