We'll See You in 2022!

Is an ESOP Right for You? The 2022 meeting will take place in person. Check back soon for details on location, dates, and registration information. We can't wait to gather with you!

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).

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