Home About Us ESOP Services Offices What is an ESOP? ESOP Information Live ESOP Seminars Free Preliminary Analysis Contact Us Live ESOP Webinars The ABCs of ESOPs – Now Streaming Click to Download the ABCs of ESOPs Brochure This is a FREE, On-Demand, 90-minute, Live Audio/Web Seminar that covers the basics of ESOPs from A to Z. This Audio/Web Seminar is designed for company owners and financial officers who want to determine whether an ESOP might be a good fit for their company. This program is designed to provide a broad overview of the advantages and disadvantages of ESOPs, without going into the detailed technical aspects of ESOPs. This Webinar is Now Available to Watch On-Demand Free-of-Charge – Click Here! Click to Watch the ABCs of ESOPs Seminar Agenda: What is an ESOP? Why ESOPs are Popular ESOP Benefits to Business Owners Liquidity and Diversification for Seller Increase Employee Productivity Increase Company Cash Flow Business Succession Tool Special ESOP Tax Benefits Tax-free Rollover Sale Tax Exemption for S Corporation ESOPs Typical C Corporation ESOP Transactions Prefunded ESOP Gradual ESOP Leveraged ESOP Tax-free Rollover Sale Combining Prefunding with Tax-free Rollover Combining Gradual ESOP with Tax-free Rollover Two-stage ESOP Buyout Typical S Corporation ESOP Transactions Seller-financed Bank-financed ESOP Versus Other Liquidity Alternatives Sale Merger Redemption Management Buyout Valuing Private Companies Valuation Procedures Valuation Criteria How the ESOP Operates Contributions Eligibility Allocations Vesting Distributions ESOP Disadvantages Upcoming Web Seminar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2022! Thursday, December 16th, 2021 (1:00PM - 3:00PM EDT) In 2022, many companies will be looking for ways to minimize corporate taxes and maximize cash preservation, while also maintaining competitive employee benefits. Other companies will be looking for ways to create liquidity for shareholders who wish to retire or reduce their ownership stake. This 2-hour web seminar is free-of-charge and will show how ESOPs can be structured to accomplish these and other objectives that may be essential to the sustainability and success of your company in 2022! Among the topics that will be covered are the following: What is an ESOP and what benefits can an ESOP provide to companies and their owners? What are the basic ESOP structures? How are ESOPs typically structured to accomplish any one or more of seven different shareholder/company objectives? What benefits can ESOPs provide for shareholders of S corporations? What benefits can ESOPs provide for shareholders of C corporations? How are companies valued for ESOP purposes? How is ESOP financing structured? What is the impact of an ESOP on employee motivation and productivity? SIGN UP NOW Free Preliminary Analysis Interested in finding out how an ESOP plan could work for your company? For a free preliminary analysis, just fill out our ESOP Feasibility Questionnaire. Recent ESOP News Upcoming Webinar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2022! Andesa Services Embodies the Spirit of Employee Ownership Month Menke Client Russell Bond & Co. Acquired By Jencap Phil DeDominicis Discusses Employee Stock Ownership Plan Basics on How to Hardscape Podcast IRS Releases Retirement Plan Limits for 2022 Phil DeDominicis to Present Free CPE Webinar on ESOPs – Nov. 11th Millennial Workers Are Drawn to Employee Ownership Values Matthew Nels to Speak at Great Game of Business Conference on Sept. 9 Menke Client Global Tax Management Named to Inc. 5000 When ESOP Companies Make Strategic Acquisitions, Everybody Wins Homegrown Organic Farms Protects Their Culture and Rewards Their Workers with an ESOP Client Case Study: WestLand Resources ESOP Embodies History and Innovation Copyright © 2021 The Menke Group. All rights reserved A Certified Employee Owned (ESOP) Company | Privacy Policy | Site Map