Employee Stock Ownership Plans (ESOPs)

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