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ACG Seminar Series – The ESOP Alternative: A Viable Liquidity Solution for Business Owners

16 June @ 7:30 am - 9:15 am

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Increasingly, owners of privately held businesses are considering the sale of their companies to an Employee Stock Ownership Plan (ESOP) as a tax preferred liquidity alternative. Please join ACG, Greenberg Traurig and The McLean Group for a presentation highlighting the benefits of using an ESOP as an alternative exit transaction for owners of closely held businesses, including government contracting firms. Our panel will include legal and investment banking experts, as well as two business owners who successfully completed ESOP transactions.

Moderator:
Scott Meza – Shareholder, Greenberg Traurig

Panelists:
Frank Cucci – Founder and Owner, Linxx Global Solutions
Mitchell Martin – Principal, The McLean Group, LLC
Mike Tyrrell – President, iGov

This program will explore the unique benefits and challenges of structuring an exit through a full or partial sale to an ESOP, including the ability of companies with set aside work to gain liquidity through an ESOP structure. Additional topics covered include:

  • The key deal and financing terms of an ESOP transaction
  • The process and timing for implementing an ESOP
  • The unique tax advantages of an ESOP structure
  • Comparing and contrasting a traditional M&A sale to an ESOP
  • The cultural and organizational impacts of an ESOP

Registration

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Details

Date:
16 June
Time:
7:30 am - 9:15 am
Cost:

Venue

Greenberg Traurig
McLean, VA United States
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