ESOPs 101: How ESOPs Work & How They Can Benefit You and Your Company

IT, Technology, & Operations

In this webinar, we will discuss what an employee stock ownership plan (“ESOP”) is and how an ESOP can benefit business owners, companies and employees.  The presentation is a general overview, with an emphasis on helping the business, finance and private wealth professionals come away with a basic understanding of ESOPs as a potential option for business transition.

Topics covered will be:
• What is an ESOP
• The basics about how an ESOP operates
• What types of companies are good ESOP candidates
• How an ESOP can be used to help a company effect a liquidity event for the owners, on a tax advantaged basis

Who Should Attend: Finance Executives, Benefits/Compensation Specialists, Business Development and Relationship Managers

Learning Objectives

  • Gain a better understanding of how ESOPs can benefit you or your clients
  • Familiarize yourself what is an ESOP and the basics of how they operate 
  • Walk away with a firm grasp on the types of companies and business owners that can benefit from ESOPs


Grant McCorkhill
Holland & Knight

Grant specializes in representing privately held companies, trustees and lenders in all aspects of ESOP transactions. He has worked for many years representing companies and ESOP trustees in structuring, negotiating and closing ESOP transactions. He also represents both lenders and borrowers in basic and advanced corporate finance transactions and ESOP loan transactions, including single bank and syndicated transactions for asset-based, structured financing and venture capital transactions. He works in a wide variety of industries, including banking, manufacturing, professional service corporations, healthcare companies, government contractors and franchisees. He frequently speaks at ESOP conferences on transaction structuring, fiduciary issues and ESOP finance transactions.

Renee Lewis
Holland & Knight

Ms. Lewis advises company executives and owners on strategically structuring complex financing transactions. Her practice focuses on counsel for financial institutions, privately held companies and trustees in the structuring, negotiation and documentation of employee stock ownership plan (ESOP) transactions, which may entail leveraged buyouts, equity repurchases and corporate reorganizations.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


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