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Event Date Thu Aug 26 EDT (10 months ago)
Location Webinar
Region Americas

Join BDO’s ESOP Advisory team as we overview some of the many advantages that can be achieved by selling to an employee stock ownership plan (ESOP). We will cover the benefits to the selling shareholders, the company and the employees. You will hear from two former business owners in the retail consulting and construction industries as they share their insights and best practices learned from selling their business to an ESOP.

• Define how an ESOP works as an exit strategy.
• Discuss tax advantages of an ESOP for both the selling shareholder and the company.
• Understand the process of selling a business to an ESOP from the perspective of a selling shareholder.


2021 Speakers

Blake Head
ESOP Advisory Services Leader, BDO USA, LLP

Mark Weisheipl
ESOP Advisory Services Senior Manager, BDO USA, LLP

Bruce Ballard, Jr
Chairman and CEO, AMS Retail Solutions

Paul Cooper
President, Wallace and Smith Contractors