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ESOPs: Continuing a Legacy

November 14, 2022

Now is a good time to assess whether an employee stock ownership plan (ESOP) is right for your company. Join FORVIS for an overview of ESOPs and how to use one as a succession-planning vehicle. This complimentary webinar will examine the benefits an ESOP can provide to the seller, company, and employees. We’ll also cover pros, cons, and risks to consider when evaluating a potential ESOP transaction. 

Learning Objectives

Upon completion of this program, participants will be able to: 

  • Describe ESOPs as a succession-planning vehicle and retirement plan
  • Explain the benefits of selling to an ESOP
  • Assess when an ESOP may be a good fit
  • Discuss current economic climate effects on ESOP transactions


Cara Benningfield, Angela Fisher

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