Is an ESOP the Right Exit Strategy for You?
Please join us for a breakfast seminar on Tuesday, September 18, 2018 at 7:30 a.m. at Midland Hills Country Club to understand if an Employee Stock Ownership Plan (ESOP) could be an attractive strategy for exiting your business.
There are pros and cons to every exit strategy. You’ll leave this seminar with a clear understanding of how ESOPs work, when they make sense to setup, and what happens after the ESOP is created.
Matt Schubring, managing director at Chartwell Financial Advisory, and Brian Sweeney, partner at Redpath and Company, will bring clarity to the ESOP strategy and provide insights from their 30+ years of combined experience in ESOP valuations, transactions, feasibility studies, tax, and accounting.
Reserve your seat today and discover:
- What is an ESOP?
- Characteristics of ESOP company candidates.
- How ESOPs work (transaction and ongoing).
- Cost of an ESOP (transaction and ongoing).
- Entity structure requirements.
- ESOP financing options.
- How to get started with the ESOP process.
- Why you might choose a 100% ESOP vs. a partial ESOP and vice versa.
Speaker Biographies:
MATT SCHUBRING - CHARTWELL FINANCIAL ADVISORY
Matt Schubring, managing director at Chartwell Financial Advisory, has provided financial advisory services to privately held companies for over 17 years and is an expert on Employee Stock Ownership Plan (ESOPs) valuation, transactions, and sustainability. He enjoys advising clients on a wide variety of valuation, tax, and fairness issues for ESOPs, mergers and acquisitions, divestitures, and corporate finance. Chartwell is a national leader in financial advisory, corporate finance, transaction opinions, and valuation, serving the unique needs of middle-market companies.
Matt frequently speaks to employee and professional groups, boards of directors, and fiduciaries. He has been a featured speaker for The ESOP Association and NCEO on numerous topics including valuation, strategic planning, mergers and acquisitions, repurchase obligation, and other topics related to ESOPs.
BRIAN SWEENEY - REDPATH AND COMPANY
Brian Sweeney, partner, board member, and leader of the ESOP team at Redpath and Company (a 100% ESOP-owned CPA firm), works with closely held businesses in a variety of industries, including manufacturing and wholesale distribution, with a specialty focus on employee-owned companies.
As the Redpath and Company ESOP team leader, Brian focuses on client services, financial health, and cultural consulting to employee-owned companies. He works to protect S Corp ESOPs and stays up-to-date and knowledgeable on issues, changes, and legislation through involvement and committee leadership roles in the ESOP community.
Brian was elected to and serves on the Board of Directors for the National Center of Employee Ownership. He is an active member of the Finance Committee for the ESOP Association, the Government Relations Committee of the ESOP Association Minnesota/Dakotas Chapter, and Employee Owned S Corporations of America. Brian is a regular presenter on employee ownership topics at local, regional, and national events. He has provided public accounting services since 1997.