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Cropped shot of a group of businesspeople applauding while sitting in a lecture room during a seminar

ESOPs: Continuing a Legacy

November 4, 2024

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.

Presenters

Cara Benningfield, Angela Fisher