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:

Bankers Trust Company Chartwell Financial Advisors

 

 

Christopher Michael P.C.

Empire Valuation Consultants

 

 

 

ESOP Partners

ESOP Plus: Schatz Brown Glassman

 

 

 

Greatbanc Trust Company The ESOP Group, UBS Financial Services