COURSECA$1,184
Leveraged ESOPs - Basics, Benefits, and Best Practices
Navigating Legal and Financial Strategies for Leveraged Employee Stock Ownership Plans
2 hours 4.5(65 ratings)
-55%
CA$538
SPEAKERS:
Stephen J. Berman
Managing Director | CSG Partners, LLC
About this course
This course provides a comprehensive overview of Leveraged Employee Stock Ownership Plans (ESOPs), exploring their fundamental principles, key benefits, and strategic implementation. Participants will gain an in-depth understanding of how leveraged ESOPs can be utilized as a powerful tool for business transition, employee ownership, and tax efficiency. This course is designed for business advisors, financial planners, and legal professionals who support companies considering or currently implementing ESOPs.
Key topics discussed:
- Introduction to ESOPs
- Mechanics of Leveraged ESOPs
- Benefits of Leveraged ESOPs
- Legal and Regulatory Framework
- Best Practices and Case Studies
This course includes:
2 hours on-demand video
Beginner level
No preparation required
Published At Jun 25, 2024
Certificate of completion
No prerequisites
1 year access
Updated At Jan 16, 2025