Skip to main content
Cropped shot of a group of businesspeople applauding while sitting in a lecture room during a seminar

ESOPs: Continuing a Legacy

November 4, 2024 Register Today
banner background

Is an employee stock ownership plan (ESOP) right for your company? Join Forvis Mazars for an overview of ESOPs and how to use one as a succession-planning vehicle. This complimentary webinar will explore the benefits an ESOP can provide to the seller, company, and employees. We’ll also share the pros, cons, and risks when considering a potential ESOP transaction.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Describe ESOPs as a succession planning vehicle and retirement plan.
  • Explain the benefits of selling to an ESOP.
  • Identify when an ESOP may be a good fit.
  • Discuss the effects of the current economic climate on ESOP transactions.

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.

Fields of Study

Who's This For

CFOs, owners, and CEOs.


Prerequisites

None


Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.


Refund Policy

There is no fee associated with this event.


Program Level

Overview


Advanced Preparation

None

CPE NASBA Logo

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@us.forvismazars.com.

Forvis Mazars, LLP 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: www.nasbaregistry.org.

Presenters

Cara Benningfield, Angela Fisher