Corporate Associate, Emily Hoyt will be a presenter during the 2016 ESOP Midwest Regional Conference. Emily will present on topic, 'ESOP Essentials: From Feasibility to Funding: The Who, Why, What & How of ESOP Transactions.'
This session is a must-see for current business owners and employee owners who are contemplating a sale to an ESOP, or those seeking to gain a high-level understanding of transactions that are commonly used to transition ownership to an ESOP. Attendees will be given an introductory lesson on ESOP transactions and will learn more about the process of how the ESOP acquires its stock and the different parties that can be involved. The discussion will include a description of each of the various phases of a typical ESOP transaction, as well as an overview of the different parties involved and their respective roles in the transaction. Some of the topics that will be discussed include common transaction structures, how to prepare for an ESOP transaction, an overview of typical financing vehicles and terms and the roles of the different advisors. We will also discuss the role of fiduciaries, fiduciary standards, areas of concern, and best practices for fiduciaries and their advisors.
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