ESOP transactions can take the form of acquisitions. As ESOP companies mature, particularly 100% ESOP-owned “S” Corporations, they often find they have the resources and the strategic drive to purchase other companies. ESOP transactions can be a win-win situation for acquirers, sellers and employees, but there are many practical and legal considerations. Learn some of the opportunities and pitfalls of ESOP transactions to ensure your acquisitions approach makes sense.
Presented by James G. Steiker, Chairman & CEO – SES Advisors, Inc.