SC&H Group Events
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NCEO 2019 Employee Ownership Conference
April 9, 2019 - April 11, 2019
Where the employee ownership world meets.
As the nation’s premiere gathering on employee ownership, the NCEO’s annual conference provides an ideal opportunity to learn, network, and share your knowledge with others. Greg Hogan, Director, SC&H Capital will be discussing “Strategic Alternatives for Minority ESOPs,” along with Mark Russell, Head of Finance, SES ESOP Strategies, a Stevens & Lee/Griffin Company, Miguel Paredes, President and Founder, Prudent Fiduciary Services, LLC
The panel will go through at least 2 case studies. The first study will discuss how after reviewing multiple alternatives, the company decided to have the ESOP buy out all of the shareholders, convert from C to S and become a 100% ESOP owned S-Corp. The other, also a minority ESOP owned C-corp, after reviewing various alternatives and layering on repurchase liability studies based on the various structures, the company changed their repurchase strategy which will result in decreased repurchase liability over time.
What are the key take-aways from this session? : Significance of a minority ESOP owned company examining various alternatives to determine the best strategy to achieve the various stakeholders’ goals and objectives before embarking on a second stage transaction.
Learning Objectives:
- Upon completion, participant will be able to identify different options available for minority owned ESOPs that may be contemplating a second stage transaction.
- Upon completion, participant will be able to better define who are the relevant stakeholders and how to determine their goals and objectives.
- Upon completion, participant will be able to compare different strategies and their impact on those goals and objectives.