PPT-Is an ESOP Right for You?

Presented By DANIEL N JANICH Holifield Janich amp Associates PLLC 20 North Wacker Drive Suite 4200 Chicago IL 60606 djanichholifieldlawcom Telphone 312 3324222 Fax 865 5660119. Sixth Annual ESOP U Conference. August 15 - 16, 2013. Carolinas Chapter- Pinehurst Resort. Susan . Petrinena. and Ed Llano Nancy Mills-Smith. Swerdlin & Company K2 Solutions. Summer ESOP Conference. The Repurchase Obligation. 1. ESOP Repurchase Obligation. Represents a closely held company’s obligation to buy back . shares . of stock from . ESOP participants. Future Distribution Funding. WHAT DOES ESOP MEAN FOREAHERS? Aesop is the nation’s leading automated substitute placement and absence management system, erving over 4,000 districts nationwide. As Software-as-a-Service (SaaS), Employee Stock Ownership Plans (“ESOPs”). Presented by . Paige A. Ryan, ESOP Services, Inc.. © ESOP Services Inc. 2014. agenda. Why ESOPs?. What is an ESOP?. ESOP history and facts. ESOP mechanics. Workshop 20. Presented . by. Lee . I. . Swerdlin. Swerdlin. & Company . James C. Paul. Paul Benefits Law Corp. . W. . Waldan. Lloyd. Callister . Nebeker. & McCullough. INTRODUCTION. 3. WHY HAVE AN ESOP?. for S Corporation ESOPs. Presented by. Mark R. Kossow. mkossow@esopplus.com. Overview of Topics to be Covered. S qualification, election and other issues. Planning for stock sales to ESOPs. S Corporations partially owned by ESOPs (part-ESOP S corporations). :. THE ZELL-TRIBUNE TRANSACTION AND OTHER USES OF LEVERAGED ESOPS BY PRIVATE EQUITY AND MEZZANINE FUNDS. April 29, 2008. Edwin G. Schuck, Jr.. Chair, California Corporate & Tax Practices. 500 So. Grand Avenue, 19. An . ESOP? . March 9th & 10th, 2015. . . Participants:. Ron Gilbert. , President, ESOP Services, Inc.. Jim Parham, Managing Partner, Transport Capital Partners. Bill Prevost, President and CEO, Quickway Distribution Services, Inc. . EMPLOYEE STOCK OPTIONS. Employee Stock Option Plans/Equity Incentive Plans (commonly referred to as ESOPs) are one of the most important tools to attract, encourage and retain Employees. . It . is the mechanism by which employees . Gregory E. . Kniesel. , ASA. Managing Director. Value Management, Inc.. 770 262 7259. gek@valuemanagementinc.com. Emily Rickard. Associate . McDermott Will & Emery LLP. 202 756 8370. Erickard@mwe.com. ABAR. . Tabitha . Croscut. , Esq. . Dawn . Goestenkors. Agenda.  . ESOP Transaction . Timeline. Parties . involved in an ESOP Transaction. Trustee Role . Financial Advisor Role. Fairness Opinion Considerations. OWNERSHIP. MAJORITY SHAREHOLDER (FAMILY OWNED). PARTNERSHIP (50/50). EQUITY OWNERSHIP (OUTSIDE INVESTORS). ESOP (EMPLOYEE OWNED). ESOP BASICS. ERISA (Employee Retirement Income Security Act). DEPARTMENT OF LABOR (Protects Shareholders). Presented by: . Mark R. Kossow, Schatz Brown Glassman . Kossow, LLP. Peter Aliferis, Pendo Advisors, . LLC. Richard A. . Heeter. , Capital Trustees, LLC. Introduction. S Corporations are a very common type of entity for closely-held businesses. MaryAnn Geary. Senior VP . Administration, BPAS. What is an ESOP?. An Employee Stock Ownership Plan (ESOP) is a qualified defined contribution retirement plan that is designed to invest primarily in employer securities.