Selling to an ESOP: How Seller’s Answer the “Should We” QuestionsIdeal ESOP candidates should have at least 20-25 employees and upwards of $2-$3 Million in market value. If the seller’s company does, then the next step is to make sure the Seller is being realistic about selling to an ESOP. How? Through due diligence confirming the value of the business, comparing different financing structures approaches, and having a clear understanding of how the deal affects future financial performance of the business.
Learning Objectives:
- Help Seller’s understand what they need to consider to determine the feasibility
- Help Seller’s understand IF they should sell to an ESOP
- Understand the difference between a feasibility analysis and a suitability review and what goes into it
About the Presenters:
Learn from industry experts Douglas Dell, Sr VP & Director, Middle Market Specialty Finance, KeyBank and Kelly Finnell, J.D., CLU, AIF®, CEO & President, Executive Financial Services.
Meet the PresentersThank you to our Sponsors!
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This meeting will be held virtually through Zoom and in-person at Calvin University, Price Conference Center, Willow East Conference Room.
Address: 1800 E Beltline Ave SE, Grand Rapids, MI 49546
