Podcast
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
Chief Marketing & Client Development Officer
skurz@calfee.com
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