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Webinar Nov 14, 2023 ESOPs: Continuing a Legacy This webinar will provide an overview of ESOPs and how to use one as a succession-planning vehicle. Register Now
Article Aug 15, 2023 Employee Stock Ownership Plan: Insights From Cara Benningfield Hear from Cara Benningfield, Employee Stock Ownership Plan (ESOP) practice leader, on how FORVIS can support employee-owned companies. Read More
Article Aug 04, 2023 Key Considerations in a Second-Stage ESOP Transaction For a second-stage ESOP transaction, there can be a variety of transaction structuring alternatives. Read on for details on two common… Read More
Article May 09, 2023 Understanding the Importance of Fidelity Bonds for ESOPs Fidelity bond coverage is essential to help protect your ESOP from loss due to fraud or dishonesty. Read on for details on coverage… Read More
Article May 04, 2023 DOL to Begin Notice & Comment Rulemaking on ESOP Adequate Consideration Exemption In a win for ESOPs, the DOL will move forward with a public notice-and-comment rulemaking on adequate consideration regulations. Read on… Read More
Article Apr 03, 2023 The 2023 ESCA Leadership Summit—Key Takeaways The 2023 ESCA Leadership Summit was held in February in Fort Lauderdale, Florida. Read on for conference details. Read More