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ESOPs: Continuing a Legacy

November 14, 2023
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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 share the 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

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