Live ESOP Seminars
Menke & Associates, Inc. will be giving live ESOP seminars in 31 cities throughout the U.S. from October through November of 2010.
For Seminar Dates and More Information - Click here to download our flyer in pdf format:
To inquire about dates and locations of our upcoming ESOP seminar series:
You can also register online for our September 24th web seminar entitled, "The ABC of ESOP's."
ESOP Seminar Outline
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Shareholder Liquidity — Financing Alternatives
- Seller Financing
- Two-stage ESOP Buyout
- Key Employee
- Chip Away ESOP
- Unleveraged ESOP Stock
- Purchase
Prefunded ESOP
- Bank Lending
Business Succession
- Providing for Successor Management
- Providing for Family Members
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ESOP Versus Other Liquidity Alternatives
- Sale
- Going Public
- Management Buyout
- Merger
- Redemption
-
Equity Incentives for Key Employees
-
C Corporation ESOPs
- Seller Tax-free Strategies
- Seller Tax-deferred
- Strategies
-
S Corporation ESOPs
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Financing an ESOP
- How Bankers Analyze an ESOP Loan
-
Employee Productivity
- Increase Employee Productivity
- Employee Communication and Education
-
Increase Cash Flow & Capital
- Issuing New Stock
- Financing Growth
- Increasing Cash Flow & Net Worth
-
Valuation of Closely-held Companies
- Valuation Techniques
- Tiers of Value
- Premiums
- Appraiser Independence
- Recasting Earnings
- Discounts
-
Disadvantages — Perceived Versus Real
-
Technical Aspects
- Eligibility
- Distributions
- Diversification
- Vesting
- Contributions
- Accounting
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