ESOP Overview For Owners, CFOs & CPAs

Phillip DeDominicis

Menke & Associates

  • ABV
  • CPA Canada
  • CMA
  • CPA
  • CVA
  • HRCI
  • SHRM

2 Credits


Subject Area

Business Management and Organization

Webinar Qualifies For

2 PDC credit for SHRM Certified Professionals (Approval No. 21-92457)

2 CPE credit of Accounting for CVAs (NACVA)

2 CPE credit of Performance Management for CMAs

2 CPE credit of Business Management & Organization for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 CPD credit (Verifiable) of Entity and Specialized Industry Issues for all ABV (AICPA)

2 Business Credit credit for SPHR & SPHRi Professionals (Approval No. 543908)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

The topic is also scheduled as live webinar on the following dates

Jun 10, 2021 | 02:00 PM EDT Register
Jul 08, 2021 | 02:00 PM EDT Register
Aug 05, 2021 | 02:00 PM EDT Register
Sep 16, 2021 | 02:00 PM EDT Register
Oct 07, 2021 | 02:00 PM EDT Register
Nov 11, 2021 | 02:00 PM EDT Register


  • What is an ESOP?
    06 mins
  • Economic significance of ESOPs
    16 mins
  • Existing ESOP misconceptions
    30 mins
  • Scenarios where ESOPs may not work well
    41 mins
  • The Cash Flow ESOP
    61 mins
  • S Corporation - 100% Owned by ESOP
    67 mins
  • ESOP Valuation Requirements
    74 mins
  • Who runs an ESOP-owned corporation?
    80 mins
  • ESOP Lenders
    87 mins
  • Employee Investment
    95 mins

Course Description

Started with the perspective of employee benefits, Employee Stock Ownership Plans or ESOPs have been instrumental and productive for businesses serve many purposes such as motivating employees through equity ownership, enhancing productivity, and profitability; creating a market for stock; transfer of ownership from owner-management to the employee-management team, etc. Despite changes in the law regarding the same, ESOPs have stood the test of time. In crucial and challenging times, ESOPs can be used to create key benefits for businesses. 

The webinar provides a broad overview of ESOPs with the following topics:

Key Topics include:

  • Using ESOPs as a business succession tool
  • How ESOPs are structured and financed
  • Typically scenarios where they are used
  • The tax differences and benefits between S corporation and C corporation ESOP owned companies
  • Who runs and controls an ESOP owned business
  • How ESOP shares are valued compared to other sale options
  • How the employees benefit personally and become more productive

This will be a very attractive webinar for the CPAs, Accountants, Finance Professionals, and Other Accounting Professionals who want to enhance their basket of services and grow their organization. 

Learning Objectives

  • To identify when ESOPs may be useful.
  • To recognize basic facts about ESOPs and the benefits they provide owners & employees.
  • To differentiate between C corporation strategies and S corporation strategies.
  • To recognize how ESOPs valuations are derived.
  • To identify the pros and cons of seller financing versus bank financing.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Pros
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA