Bob Massengill has been invited to lead another ESOP webinar for the ACEC entitled, “Engineering Firms & ESOPs - Perfect Together.”

This program will discuss ESOP transactions, ownership structures, governance and control of ESOP companies, tax efficiencies, and how ESOPs are used alone and in combination with other techniques for internal ownership transition plans.  The primary areas of discussion will include the motivations for using an ESOP, typical transition structures, and valuation insights. 

 ·        What is an ESOP and how does it work?

·        Governance and Leadership in ESOP companies

·        Transaction examples

·        Benefits to sellers and employees

·        Valuation basics and requirements

·        Financing for ESOP transactions

·        State licensing requirements

Mr. Massengill will also provide commentary on valuation multiple ranges and current financing conditions, and discuss how to evaluate the ESOP in the context of a company’s overall retirement plan package for employees.

 Participants will gain a fundamental understanding of ESOPs and ESOP transactions, as well as the various tax advantages used today by many A/E firms across the country.They will also see how ESOPs can be used in combination with other ownership transition strategies to accomplish a variety of goals, simultaneously.

To learn more and register for this program, click here for the ACEC website.