MSOPs and ESOPs: A Two-Part Series

"Selling In" to Management and Employees

If you cannot “sell out” in this difficult economy, do something even better, “sell in” to your management and employees. This half-day seminar will provide instruction and insights on how to “sell in” to your managers and employees.

Russ Colombo—CEO, Bank of Marin

• The ESOP vs. 401K as a Reward System and a Motivator
• A Banker’s Viewpoint on the Importance of Succession Planning
• Financing a “Leveraged” ESOP
  

Michael Re—CEO, Swinerton Construction

• ESOP as a 100% Owner
• How to Use an ESOP Strategically
  

Joe Cabral—Former CEO, CF Industries

• Selling the Company to the Employees
• Leveraged Buyouts by an ESOP
  

Dick Buxton—Sr. Managing Director, Private Capital Corporation

• MSOP & ESOP Fundamentals
• Management Trusts
• Unleveraged vs. Leveraged ESOP Models
• Why ESOPs Fail- What can go wrong?
• ESOPs and Philanthropy
  

“Selling Out”—Mergers, Private Equity, Venture Capital, IPOs

You have built a successful business. Now what? A half-day seminar to teach about succession and exit planning by selling to an Outside Buyer.

Joseph Destein—Business Advisory Council Host

• An Introduction to ‘The Deal Book’:  “A business owner should always have done the homework to position their business for merger or sale, whether it’s actually for sale now, or will be a number of years from now.  Planning for your exit now leads to higher sales price later.”

Dick Buxton—Sr. Managing Director, Private Capital Corp.
www.privatecapitalcorp.com

• A Recap of “Succession/Perpetuation” and “Selling In to Management and Employees”
• Employee Leveraged Buyouts
  

Vicki Willock—Principal, Willock Partners
www.fundamentalcapital.com

• The Mergers and Acquisitions Climate for Privately Held Companies in the Current Economy
• How To Use a M&A Advisor to Find a Buyer for Your Company
  

Eric Menke—Partner, Champlain Capital Partners 
www.champlaincapital.com

• Identifying and Negotiating With Private Equity Investment Group
• Strategic Buyers vs. Financial Buyers
  

Matt Venturi—Managing Partner, Venturi & Company  
www.venturico.com

• Bringing Together Venture Capital and Strategic Equity Investors
• Creative “Mezzanine” Financing for Private Companies
• IPOs for Small and Mid Level Companies