116: ESOP Feasibility Revisited



From October 2018, our archive presentation provides an overview of ESOPs and their advantages, and then takes a deeper-dive into some of the key elements of assessing whether an ESOP is feasible (e.g., valuation, financing, management succession, and operating with an ESOP).


This session was presented at The ESOP Association's 4th Annual Great Lakes Regional Conference held October 18th - 19th, 2018 at the Kalahari Resort in Sandusky, Ohio by Brian D. Bornino, CPA/ABV, CFA, CBA, Director of Valuation & Financial Opinion Services at GBQ Consulting LLC, Columbus, OH (Moderator); David L. Bosch, Primary Consultant Defined Contribution and Cash Balance Division at Watkins Ross, Grand Rapids, MI; and Andrew J. Manchir, ASA, CMA, CEPA, Director of Valuation and ESOP Services Groups at Katz, Sapper & Miller, Indianapolis, IN.


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The ESOP Podcast is licensed under a CC BY-NC-ND Creative Commons License.


The presentation featured in today's podcast was originally aired on October 23, 2018 in Episode 48, "Assessing the Feasibility of an ESOP."

Episode 116 Notes


This presentation is for business owners considering a sale to their employees through an ESOP. It provides an overview of ESOPs and their advantages, and then takes a deeper-dive into some of the key elements of assessing whether an ESOP is feasible (e.g., valuation, financing, management succession, and operating with an ESOP). We also discuss case studies of successful transitions to employee ownership through an ESOP.

We'd love to hear from you! To contact us, find us on Facebook at KEISOP, LLC and on Twitter @ESOPPodcast. To reach Bret, with one "T", email Bret@KEISOP.com, on LinkedIn at Bret Keisling, and most actively on Twitter at @EO_Bret. Again, that's one "T". This podcast has been produced by The KEISOP Group, technical assistance provided by Third Circle, Inc. and BitsyPlus Design. Original music composed by Max Keisling, archival podcast material edited and produced by Brian Keisling, and I'm Bitsy McCann.


Standard Disclaimer: The views expressed herein are my own and don't represent those of my own firms or the organizations to which I belong. Nothing in the podcast should be construed as guidance or advice of any kind in any field and the fact that I mentioned an organizational website or an advocate or a company on a podcast does not reflect an endorsement, but if you've heard your name or your group's name mentioned on this podcast, I'd love to have you come on and talk about it yourself.

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