Thank you for your interest in Is an ESOP Right for You?, at this time registration is now closed but we invite you to review our many resources on the subject via our library or contact us directly. 


About Is an ESOP Right for You?

Are you looking to sell your business?  Enhance your company's legacy and benefits plan while getting fair market value with an ESOP (employee stock ownership plan).

Learn how you can enhance your company's legacy and benefits plan with an ESOP—the most tax-efficient method of exit planning. The seminar will cover valuation, financing, legal issues, plan design, issues for selling shareholders, and communication and ownership culture.

This seminar is also an excellent way for new employee-owners to gain an understanding of how ESOPs work. To maintain the integrity of this meeting, registration is exclusive to companies that are considering transitioning to an ESOP.

Topics of Discussion

  • What is an ESOP?
  • Why choose an ESOP as part of your succession plan?
  • Overview of an ESOP Transaction with real-world examples.

ESOP Essentials

Take home the tools you need to make your decision. ESOP Essentials is an interactive pdf booklet featuring articles, webinar recordings, and more, all carefully chosen to guide you on your employee ownership journey


Continuing Education Credit Information:

This seminar is worth 9.5 CPE Hours and 4.75 SHRM Hours. You must sign in onsite to receive credit.


Thank you to our sponsors:

Applied Economics

Cross Co


Berman HopkinsJP MORGAN


Empire Valuation Consultants


GreatBancTrust Company