Hotel Albuquerque, NM :: October 3–4, 2018 (preconference on October 2)

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Alternatives to Selling to an ESOP: Individual Account Plans and Other Approaches
(Concurrent Sessions 8)

Thursday, October 4 :: 10:30–11:15
There are other ways to share equity, including profit sharing plans and equity grants, that are less complicated in return for fewer tax benefits.


Paul Halverson

presenter photo


Paul founded Chartwell in 1995, and he has provided financial advisory services to privately held companies since 1987. He is recognized as a leading authority on business valuation, particularly with respect to ownership transition options. Paul has extensive experience assisting business owners in the transfer of ownership to family members, management teams, and third parties, and has been involved in structuring many complex transactions.
Fall ESOP Forum