Breakout Session: Quarterbacking Tax-Efficient ESOP Transactions 
ESOPs are increasingly competing with private equity and strategic buyers, but complexities often determine success. This session focuses on how ESOP transactions are structured and led in real-world M&A processes, including feasibility analysis, valuation dynamics, financing and stakeholder alignment. We’ll explore how ESOPs can be positioned in competitive situations, when they deliver superior after-tax outcomes, and where deals commonly break down. You will gain practical insights into “quarterbacking” ESOP deals, from initial evaluation through closing. Come learn how to effectively advise clients considering ESOPs alongside traditional exit alternatives.

CPE Credit: 1 - Specialized Knowledge

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