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ESOPs: A Strategic Alternative for Ownership Transition in a Post-COVID-19 Environment


June 17, 2020

12:00 – 1:00 PM EDT



Business owners seeking to transition ownership of their companies were thrown a curveball when the COVID-19 pandemic brought most merger and acquisition transactions to a screeching halt. With so much uncertainty in the marketplace, the traditional M&A market may not fully recover for years, yet business owners still need viable ownership transition options. Now more than ever, the implementation of an Employee Stock Ownership Plan (ESOP) could be a creative alternative to transition ownership of a company.

Join members of our business valuation team as they describe ways in which an ESOP remains a viable ownership transition alternative and advantages to ESOPs for all parties, including:

  • How an ESOP works and an overview of an ESOP transaction
  • Advantages of ESOP ownership
  • Good candidates for ESOP ownership
  • Why an ESOP is an especially attractive alternative in this COVID-19 environment
  • Key steps to implementing an ESOP

This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements.

Please note our webinar sessions can accommodate a maximum of 500 individuals. Should you experience difficulties accessing the live broadcast, it is likely due to reaching attendee capacity. For your convenience, a recording will be made available on our webinar recording webpage following the presentation.


Brian Bornino Director of Valuation & Financial Opinion Services
Joseph Borowski Director, Valuation & Financial Opinion Services