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MAY 2022 (final date TBD)

WP90X – ESOPs: A Different Way of Selling to a 3rd Party


Peter Miterko

Tim Young


Stay tuned for more details and to register for the WP90X on Employee Stock Ownership Plans!

Session Overview

Join Peter Miterko, Tim Young and Michael Kenneth of WealthPoint for this 90-minute presentation as they discuss how Employee Stock Ownership Plans (ESOPs) are an under-utilized strategy as an alternative to a 3rd party sale. ESOPs offer significant advantages to privately-held businesses, ranging from tax mitigation to creating a substantial economic benefit for the employees. The WealthPoint team will discuss what companies make the best ESOP candidates, how to structure the transaction and provide an overview of the ESOP process. Additionally, they will discuss where ESOPs don’t work and alternative ways to compensate key employees through the use of incentive compensation strategies. Real-life case studies will be reviewed.

Learning Objectives

  • Understand how Employee Stock Ownership Plans (ESOPs) work
  • Identify crucial tax benefits for an ESOP and how they can help to repay company debt
  • Provide an overview of how to incentivize key employees through the use of incentive-based or stock appreciation rights (SAR) plans
  • Identify client situations where the strategy works from a goal-based planning approach

CE Requirements

  • This program qualifies for 1 hour of NASBA CPE or CFP credit
    • Prerequisites: none
    • Advanced preparation: none
  • NASBA field of study is Specialized Knowledge
  • Delivery method: Group live presented online due to COVID-19
  • There is no cost to for this presentation or to obtain CPE credit
  • For more information regarding complaint or program cancellation policies, please contact Shelley Forman at (602) 559-5389
  • WealthPoint, LLC 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 through its website:

WP90X – ESOPs: A Different Way of Selling to a 3rd Party

May 2022 (final date TBD)

Zoom Video Conference

One (1) hour of NASBA* CPE or CFP credit will be offered (see below for more information)

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