As a financial institution leader, you want to fully understand how an Employee Stock Ownership Plan (ESOP) can help, or hurt, your organization. In this webinar, we will discuss:

• How an ESOP can provide capital to acquire other institutions.
• How an ESOP can provide a market for bank stock for shareholder’s succession planning, for shareholders seeking to diversify their investments out of bank stock, or for minority shareholders.
• Tax advantages for shareholders selling stock to an ESOP.
• ESOP advantages for employees – ownership interest in the bank and a valuable retirement benefit.
• How an existing ESOP may affect your balance sheet.  What is repurchase liability or a contra-equity account?
• Steps you need to take to investigate and/or implement an ESOP.

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