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Private Company Priorities 2021 Webinar Series: Ownership Transition: Is an ESOP the Right Choice?

FEI’s Private Companies Priorities is a series of discussions that are laser-focused on topics of interest to private company executives. Each webinar is programmed with the help of leaders in one of FEI’s Committee on Private Companies Special Interest Groups and provides deep insight on critical areas of private company operations and administration. These include family business and succession planning, access to capital and M&A, and public policy and accounting issues affecting private companies. In eight webinars held over the first half of 2021, subject matter experts and key stakeholders will provide valuable insights on topics including the outlook for private company M&A, the psychology of family businesses, how to operate a private company after the pandemic, the tax outlook for private companies and an exploration of special purpose acquisition companies (SPAC). Each one-hour webinar is offered at no cost to FEI members and will offer CPE credit to attendees.

Session 8: Ownership Transition: Is an ESOP the Right Choice?
Presented by FEI’s Family Business & Succession Planning Special Interest Group
Private company owners looking to create liquidity, reduce their ownership stake, minimize taxes, and maintain competitive employee benefits may find Employee Stock Ownership Plans (ESOPs) an attractive alternative to an outright sale. A panel of subject matter experts explain what an ESOP is, the benefits they provide to companies and their owners, as well as disadvantages and common pitfalls of entering one.

 
 

INTERESTED IN REGISTERING FOR THE 8-SESSION SERIES? CLICK HERE TO LEARN MORE AND REGISTER TODAY »


 
A SPECIAL THANK YOU TO OUR SERIES SPONSORS

Deloitte

EY

Visual Lease

Speakers

Regina Carls

Managing Director, ESOP Advisory Group Head
JPMorgan Chase

Michael Losch

Chief Financial Officer
Signum Biosciences, Inc.

John Vitucci

Principal & ESOP Practice Leader
PKF O’Connor Davies, LLP

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.