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Second State ESOP Transactions

March 18, 2016/ Williamsburg, VA / Sponsored by ESOP Association Mid-Atlantic Chapter 2016 Spring Conference

Gentry Locke attorney Bill Gust will participate in an exploration of issues that arise in subsequent ESOP transactions related to share price, bank covenants and financial ratios. Discussion will include considerations by Plan Trustees as they make the purchase, including the decision of whether to use the same financial advisor or hiring a new appraiser to serve for the transaction.

W. William Gust

Bill Gust is a Senior Tax Partner with Gentry Locke and serves as a consultant with Gentry Locke’s subsidiary, Corporate Capital Resources, LLC. For more than 30 years, Bill has worked with closely-held business owners relative to tax, corporate and sophisticated estate planning matters. Bill has assisted in the successful transition of many privately held businesses, through sales, mergers and implementation of more than 100 ESOPs. Bill is a frequent lecturer on estate, business and tax planning as well as IRS and DOL compliance matters. As a part of his corporate practice, Bill also is active in the purchase and sale of fixed and rotary wing aircraft.

Meet William

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