Pros & Cons of ESOPs

SAN DIEGO CHAPTER EVENT

Pros & Cons of ESOPs


As the “sliver tsunami” of aging business owners bump up against retirement age, they need to consider all their exit options.   Perhaps one of the least understood, though most attractive for many, is the Employee Stock Ownership Plan (ESOP).  In this session, we’ll demystify the ESOP, explaining how it works and what its special advantages (and disadvantages) are.

 

Learning Objectives:

  • What is the structure of an ESOP?
  • What are the unique tax advantages associated with ESOPs?
  • In what conditions are an ESOP a good fit, and when not?
  • What roles are available for other professionals in connection with ESOP implementation?

 

About the Presenter:

Learn from industry expert Martin Staubus, Executive Director, Beyster Institute at UCSD, about how Employee Stock Ownership Plans (ESOPs) work as an exit option, as well as the advantages and disadvantages of them.

 

Meet the Presenter

 

This meeting will be held at Corporate Alliance of San Diego.

Venue Address: 9540 Towne Centre Dr, Ste 150 San Diego, CA 92121

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPISanDiego.org.

About the Presenter


Martin Staubus

Martin Staubus

Executive Director, Beyster Institute at UCSD

Meet Martin Staubus

Martin Staubus is the executive director of the Beyster Institute, a university-based center of expertise on employee stock plans based at the Rady School of Management, UC San Diego.  The Institute offers consulting services to business leaders, advising on the effective use of employee stock programs.  His 30-year professional career has focused on workplace issues, specializing in employee stock ownership arrangements (including ESOPs, stock options, employee purchase plans, synthetic equity and more).  He has served as a practicing attorney, with positions at the US Department of Labor and in private practice.  From 1988-91 he was the deputy director of the ESOP Association, a trade group of companies with ESOPs based in Washington DC.  He has also served as VP of human resources at a Silicon Valley foodservice company and as a consultant to hundreds of business leaders on the effective design and use of employee stock ownership programs.   He serves on corporate and non-profit boards of directors.   A graduate of UC Berkeley (economics), Martin’s training also includes a law degree and MBA. Martin can be found at the Beyster Institute in La Jolla, CA.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP® credit (pending approval)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.