Understand why selling to an Enhanced Employee Stock Ownership Plan (ESOP) is more financially beneficial to a Selling Shareholder.

Join Fox Rothschild attorneys Harvey Katz, Seth Corbin and Sheldon Miles as they present a sample case study, inspired by a real transaction, detailing the process by which a corporation decides to sell its shares to an enhanced ESOP rather than to a third party.

Topics include:

• Tax advantages of selling to an enhanced ESOP
• Advantages and disadvantages of selling to an enhanced ESOP versus a sale to strategic buyers or private equity
• Mechanics of selling to an ESOP versus third party sales
• Outcomes of a typical sale to an ESOP and opportunity for a “second bite at the apple”

CLE Credit Information

California CLE 1 General
Colorado CLE 1 General (Pending)
Connecticut CLE 1 General (Reciprocal)
Delaware CLE 1 General (Pending)
Florida CLE 1 General (Pending)
Georgia CLE 1 Regular (Pending)
Illinois CLE 1 General (Pending)
Kansas CLE 1 General (Pending)
Minnesota CLE 1 General (Pending)
Missouri CLE 1.2 General (Pending)
Nevada CLE 1 General
New Jersey CLE 1.2 General
New York CLE 1 PP – Transitional**
North Carolina CLE 1 General (Pending)
Oklahoma CLE 1 General (Pending)
Pennsylvania CLE 1 Substantive – Distant Learning
South Carolina CLE 1 General (Pending)
Texas CLE 1 Accredited General
Virginia CLE 1 General (Pending)
Washington CLE 1 Law and Legal Procedure (Pending)