May 27, 2020 12:00pm – 1:00pm Map & Directions 602-252-4144

Webinar: Selling a Business to an ESOP - Tax Issues & Coronavirus Adjustments

Online registrations are currently closed, please call (602) 324-6847 for additional registration options


This session will focus on the business owner who is surviving the coronavirus slowdown and would like to consider an exit option in the next 5 years, but is worried that the impacts of the COVID-19 pandemic will delay this goal. Discover how an Employee Stock Ownership Plan (ESOP) can be a potential buyer that would pay full FMV for part or all of the stock this year. 

The discussion leader will explain how the valuation effects of the economic slowdown from the coronavirus may be minimized in the purchase price depending on how the deal is structured, and how, with an ESOP as an owner, the ongoing business can be strengthened from a tax perspective and a more motivated employee base. 

Sponsored by Capstone Headwaters


ASCPA Live Online Webinar
Phoenix, AZ 85034-6403

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Non-CPA Staff:
Non-CPA Staff (100% club):
Non-CPA Staff (sole proprietor):
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This webinar is complimentary for ASCPA members. Login instructions will be sent 24 hours prior to the event.

At the end of this session, you will be able to:

  • Describe the tax planning opportunities that are available in an ESOP transaction.
  • Explain why a full or partial ESOP transaction may be ideal for a client to “take chips off the table” and still participate in the future upside growth of the business.
  • Describe how business valuations are making adjustments for the coronavirus slowdown, and how to maximize the value of a company for an M&A deal.


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Event Leaders

Huish, Jeremy Ray

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Jeremy Huish has experience as an attorney and a Certified Public Accountant. He is a Director with Business Transition Advisors, the ESOP advisory group of Capstone Headwaters, one of the largest investment banks dedicated to the middle market businesses. He advises businesses looking to make an ownership transition in the future.

Prior to joining Capstone, Huish spent 10 years advising organizations on risk management and captive insurance company issues. He was the U.S. niche leader for captive insurance matters for a Fortune 500 insurance brokerage, consulting for a wide range of clients ranging from public companies, closely-held businesses, governments, and not-for-profits on risk management issues and captives. He was a frequent speaker at industry conferences and has published several articles. Prior to this, he spent 7 years in Washington, D.C. as a tax attorney for a Big 4 accounting firm and an international law firm.

Huish has two accounting degrees and two law degrees. He is married with three sons who keep him busy.

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