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Speaking Engagements / Webinar

David Solomon to Present during NACVA ESOP Webinar Series


August 3, 2016

Event Time

11:00 a.m. CT

Read Time

1 minute


Corporate & Securities Partner David Solomon will be a presenter during the National Association of Certified Valuators and Analysts (NACVA) ESOP Webinar Series. David will co-present with Erin Turley, partner at McDermott Will & Emery LLP, on Legal Considerations for ESOPs.

The aging of the baby boom generation has resulted in a large and increasing number of business owners considering ownership succession and liquidity alternatives. While many business owners will pursue traditional strategies such as a sale to a third-party, a management buyout, or leveraged recapitalization, for some business owners a sale to an employee stock ownership plan (ESOP) will be an attractive alternative. ESOPs impose a legal requirement that the subject company’s stock be valued as of the date of the transaction and annually thereafter. This five-part webinar series will allow attendees to learn ESOP basics, valuation, legal, accounting, and finance considerations from a group of the top ESOP professionals in the United States, concluding with a discussion of case studies.

After completing this webinar, attendees will be able to:

  • Identify the legal issues associated with various ESOP transaction structures
  • Critique the critical decisions surrounding the selection of the ESOP trustee
  • Identify legal questions associated with a transfer of 401(k) plan assets to an ESOP
  • Prepare for the ESOP transaction due diligence process
  • List additional hot-button issues and current trends in ESOP transactions


For more information and registration, please click here

Filed under: Corporate

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