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"The Leveraged ESOP as an Exit Alternative"

Tuesday, May 4, 2021

2:00 - 3:00 pm, eastern [archive and transcript to follow]

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A leveraged ESOP transaction provides an attractive alternative to a conventional sale for many privately held businesses. An ESOP transaction provides unique tax benefits to a seller and provides a vehicle for employee ownership. However, leveraged ESOPs also involve a number of structuring, financing and operational issues that need to be taken into account by transaction planners. Join these experts:

  • Shawn Ely, Managing Director, Lazear Capital Partners
  • Steve Goodman, Partner, Lynch, Cox, Gilman & Goodman, PSC
  • Steve Karzmer, Partner, Calfee, Halter & Griswold LLP

Topics of this webcast include:

  • Overview of a Leveraged ESOP
  • Tax Aspects of Leveraged ESOPs for Sellers & the Company
  • Structuring and Financing an ESOP Deal
  • Corporate and ERISA Fiduciary Considerations
  • Restrictions and Post-Closing Obligations


Cost: Members of this site are able to attend this critical webcast at no charge. If not yet a member, try a no-risk trial now. The webcast cost for non-members is $595. You can renew or sign up for this no-risk trial online - or by fax or mail via this order form. If you need assistance, send us an email at info@ccrcorp.com - or call us at 800.737.1271.

Continuing Legal Education: We will apply for CLE credit in all applicable states for this 1-hour webcast. You must submit your state and license number prior to or during the program. Attendees must participate in the live webcast and fully complete all the CLE credit survey links during the program. You will receive a CLE certificate from our CLE provider when your state issues approval; typically within 30 days of the webcast. All credits are pending state approval.

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What you can do if you can't access the live program: If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an audio archive of the webcast will be posted a few hours after the program - and a text transcript of the program will be posted on deallawyers.com about two weeks after the live webcast.