This program will cover the “Nuts and Bolts of Leveraged ESOP Finance”, whereby an Employee Stock Ownership Plan (“ESOP”) is used to enable company owners to monetize their investment, while providing continuity for the business and enabling employees to themselves become owners. There are stringent tax and legal requirements, and our team of experts will acquaint you with those, and other aspects of providing an increasingly used form of financing, the leveraged ESOP.
Free for CFA Members $50 for Non-Members
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