Selling to an employee ownership trust (EOT) should be considered as an alternative to an ESOP where the cost of an ESOP is a major consideration, as well as where perpetuity of the employee ownership structure is a major goal. The presentation will also include discussion of wealth accumulation strategies in an EOT, valuation for an EOT sale, choice of EOT trustee, oversight under state trust law, transition of an ESOP to an EOT, and examples of EOT-owned companies.

You will come away from this event with the “Why” to use an EOT instead of an ESOP, the “How” to transition to an EOT, and the “Where” to look for further guidance.