This session is designed for business owners and executives who are considering an ESOP for their organization. We will briefly provide an overview of ESOPs and their advantages, but then spend most of our time examining some of the key elements of an ESOP Feasibility Study, which should answer every important question, including:

  • What is the value of our company in an ESOP transaction?
  • How much tax savings can we generate by being an ESOP company?
  • How will management/employees benefit from an ESOP?
  • What is the optimal ESOP transaction structure for our company?

Listen as Joe Borowski, CFA, and Brian Bornino, CPA/ABV, CFA, CBA, directors in GBQ’s ESOP Advisory practice, have an insightful discussion that covered case studies of how comprehensive feasibility studies led to successful ESOP transactions.

To access the on-demand webinar recording, please submit the form below.

Speakers

Joe Borowski
Managing Director, Valuation & ESOP Advisory
Brian Bornino
Managing Director, Valuation & ESOP Advisory
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