ESOP: The Basics

Society of Financial Professionals, Columbus Chapter

Delivered to the Columbus chapter of the Society of Financial Service Professionals on April 13, 2017, by Kegler Brown's Tom Sigmund and Ted Lape of Lazear Capital Partners, this presentation defines and discusses the benefits of an employee stock ownership plan (ESOP). Although this presentation is intended to only cover the basics of an ESOP, it goes into detail on numerous subjects, including what they are used for, ESOP transactions, who is a good candidate for one, tax benefits, and ongoing ESOP considerations.