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On May 4, 2021, Steven C. (Steve) Karzmer and John J. Jenkins, Partners with Calfee's Corporate and Finance practice, participated in a webcast titled “The Leveraged ESOP as an Exit Alternative,” hosted by Corporate Counsel Resources (CCRcorp). Steve served as a panelist and John moderated the discussion.

The event also featured guest panelists from Lazear Capital Partners and Lynch, Cox, Gilman & Goodman.

Webcast panelists discussed the following topic:

  • Overview of a Leveraged ESOP
  • Tax Aspects of Leveraged ESOPs for Sellers and the Company
  • Structuring and Financing an ESOP Deal
  • Corporate and ERISA Fiduciary Considerations
  • Restrictions and Post-Closing Obligations

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Susan M. Kurz
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216.622.8346 (office)
513.502.8950 (mobile)

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