How To Explain A "Private Equity - Funded Sale-To-ESOP” To Your Clients & Keep Them Forever 1 Credit
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Private equity firms have acquired an average of 4,000 of the approximately 100,000 companies in America with at least 100 employees each year since the early 1990s. It is reasonable to infer from these numbers that 30% to 40% of private companies with at least 100 employees are now owned by secular private equity firms focused exclusively on profit. This trend will continue for demographic reasons as Baby Boomer private business owners reach retirement age.
CPAs are losing clients when they sell out to private equity firms; it's difficult for CPAs to retire at the same time their clients are doing so. Historically, SALE-TO-ESOP transactions are not as attractive as the client selling out to an outsider because the ESOP didn’t deliver the same amount of cash at close. Now the same amount of cash at the close is available when selling to an ESOP, so more clients will be attracted to this Exit and succession transaction.
With an equal depth and breadth of experience across the three most common liquidity events and leveraged finance generally, Brandt Brereton offers comparative education, advice, and execution to owners struggling with the tension that exists between perpetuating the ministry impact of the business and the need for it to receive outside capital for either shareholder liquidity or growth.
Major Topics Covered:
You are welcome to attend this CPE webinar to learn more about "PRIVATE EQUITY - FUNDED SALE-TO-ESOP" and how to keep your clients updated and retain them for a lifetime.
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Finance for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Finance for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Finance for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Finance for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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MY-CPE LLC (Sponsor Id#: 143597) 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.
Brandt Brereton is a Co-Founder and Managing Director of Brereton, Hanley and Company. Working in the capital markets since 1987, he has more than two decades of experience in providing strategic and financial advice to owners of closely held private and public companies and in negotiating their divestitures to Fortune 500 buyers. Mr. Brereton’s financial advisory experience spans many industries from Agriculture, Food and Beverages to Construction, Tax Consulting, Financial Services and Facilities Services.
Prior to founding Brereton, Hanley and Company, Mr. Brereton managed and grew a family-owned distribution business for two years, gaining valuable experience and empathy with his clients
Previously, he had been with the investment banks of Kidder, Peabody & Co., Inc. and Bateman
Eichler-Hill Richards, Inc, respectively providing corporate finance and asset management services to clients.
Mr. Brereton holds a B.A. in Finance from San Jose State University and is currently attending Harvard’s Business School Executive Education Program. He is an NASD and SEC registered securities principal and a licensed California Real Estate Broker.
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How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
Mr. Brereton offered a very understandable strategy and concomitant tactics for sale of common stock to an ESOP instead of the common private equity play. I really enjoyed is presentation
MG
I've been alwase intrested to learning about privet equity and this video is helped me to clear my concept and differentiate between Privet Equity and ESHOP.
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