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
Presenters
Cara Benningfield, Angela Fisher