Employee Stock Ownership Plans (ESOPs)
Date and Time
Tuesday Jun 14, 2016
5:30 PM - 7:30 PM EDT
June 14, 2016, 5:30 PM
Location
The Catholic Foundation | 257 East Broad Street | Columbus, Ohio 43215
Fees/Admission
Complimentary
Contact Information
Sara Ireland | 614.443.8893
Send Email
Description
Business owners are transitioning companies to their employees through Employee Stock Ownership Plans (ESOPs) more than ever. Join ESOP Plus and GBQ Consulting LLC as we partner with The Catholic Foundation to present a seminar discussing the ins and outs how ESOPs can help business owners achieve their business succession, ownership transition, and legacy planning objectives.
Topics to be discussed include:
- Goals & Objectives of Business Owners
- Where ESOPs Fit In
- What is an ESOP?
- Unique Benefits of ESOPs
- ESOP Valuation
- Performance of ESOP Companies
- ESOPs as a charitable giving tool
- Is an ESOP Right for Your Company?
Presented by
Tim Jochim, Esq. | Schatz Brown Glassman LLP
Brian Bornino, CPA/ABV, CFA, CBA | Director of Valuation Services GBQ Consulting
1.5 hour CPE | 1.5 hour CLE
Target Audience: Attorneys, Business Owners, Business Advisors, CPAs, Financial Advisors
Images
