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This webinar will provide an overview of the Employee Stock Ownership Plan (“ESOP”) sale process, including comparing an ESOP to a traditional M&A sale process, and discussing new ESOP sale financing options. Topic covered in this session include options for today’s selling business owners, characteristics of a good ESOP candidate, similarities and differences between an ESOP and a traditional M&A sale process, critical steps and individuals involved in an ESOP sale process, and how ESOP transactions can be financed and structured to maximize seller cash at close.
Learning Objectives:
- Identify the characteristics of businesses that should consider ESOP in a sale process
- Evaluate the tax advantages available to sellers in an ESOP transaction
- Recognize how long a typical ESOP transaction takes to execute and the key individuals involved
- Define key similarities and differences between an ESOP transaction and a 3rd party sale
- List available funding sources for an ESOP transaction
Bill Dunn
Perpetuate Capital
Managing Director
bill@perpetuatecapital.com
(641) 691-5088
Bill Dunn is the Managing Director of Perpetuate Capital where he helps business owners expand their impact through growth capital and transition financing. Bill previously worked in ESOP transaction advisory as a Senior Associate at Prairie Capital Advisors. He also has experience in private equity as an Associate with Resource Land Holdings. Bill began his career in M&A advisory as an Analyst at Lazard. He holds a Bachelor's Degree in Finance from the University of Iowa.
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About Our Presenter
Perpetuate Capital provides succession and growth capital to small and medium-sized businesses, primarily through ESOP transactions. After decades of experience in the ESOP space, we understand how this transaction structure can provide a market-rate liquidity option for exiting owners while perpetuating the legacy of their business and the future of their employees.
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