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.

Event speaker

W. William Gust

Bill Gust is a Senior Tax Partner with Gentry Locke. For more than 40 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 regularly advises clients on qualified and nonqualified retirement and executive deferred compensation plans.

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