XPX New York: Ownership Succession and the ESOP Value Proposition
John Vitucci, Principal and ESOP Practice Leader will be presenting at XPX New York Metro Chapter’s monthly meeting on ownership succession and the ESOP value proposition.
An ESOP can provide significant benefits to shareholders, management and employees of a privately- owned businesses by creating wealth, stimulating employee engagement, increasing business liquidity, protecting income and assets, diversifying ownership and increasing overall corporate stability.
In this session, we will discuss:
- Insights on when businesses should consider an ESOP
- How ESOPS can maximize economic and tax benefits compared to alternative options
- The implementation of an ESOP
- Valuation methods, repurchase liabilities and key players involved in ESOP transactions