An In-Depth Look at
Employee Stock Ownership Plans

About This Meeting

A seminar specifically designed for companies considering an ESOP.

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, and 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 either have an ESOP or are considering one.

Thank you to our sponsors:

BCC Advisers     Boulay     Blue Ridge ESOP Associates     Chartwell Financial Advisory     ESI Equity   

 GreatBanc Trust Company      Horizon Trust & Investment Management      SES ESOP Strategies a Stevens&Lee Griffin Company     

 

The ESOP Group, UBS

 

ESOP Partners, LLC     Prairie Capital Advisors, Inc.