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August 29, 2022 51 mins

When is transferring ownership of your construction business to an ESOP a good option?

Guest Michael Harden, CPA, CFA, Senior Managing Director of Ambrose Advisors discusses this and other factors to consider when deciding if/when to sell to an ESOP.

Michael leads Ambrose’s Investment Banking division. Since 1993, he has had experience in practicing and completing accounting, mergers, acquisitions, financings, ESOP buyouts and valuations. He is a specialist in ESOP buyouts and therefore has experience in wide array of industries, including energy, technology, government contracting, breweries, manufacturing, distribution, business services and construction.

Listen in as we explore:

  • How Does Selling a Company to an ESOP Compare to a Conventional Sale?
  • Selling A Company To An ESOP
  • Is An ESOP Beneficial For A Departing Partner?
  • Is There Cash At Closing For An ESOP?
  • What Information Is Required To Be Shared In An ESOP?
  • How Do You Choose An ESOP Trustee?
  • What Percentage of a Company Can be Sold in an ESOP?

 

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