Author(s)
Publisher:
AICPA
Author(s)
Publisher:
AICPA
NASBA Field of Study
Format
On demand
Level
Intermediate
CPE Credit
2
Course acronym
Prerequisites
None
Course duration
1 Hour and 50 Minutes
a. Key differences between outside and inside deals
b. Hierarchy of interests: Family, key employees, employees
c. Family and Case Illustrations
d. Key employees and Case Illustrations
e. Employees – ESOPs and Case Illustrations
f. Other
• Identify attributes of successful family transition
• Identify necessary attributes of successful key employee buyout
• Identify necessary attributes of successful ESOP
• Identify inside and outside transactions and benefits and disadvantages of both