Employee Stock Ownership Plans (ESOPs): A Double Play for Your Business

MAY 02, 2018 at 4:30 PM – 7:00 PM (EDT)
Clark Schaefer Hackett

4449 Easton Way, #400
Columbus, Ohio 43219

Business owners are increasingly taking advantage of the benefits of selling to an ESOP, which include a very competitive sale price, large tax advantages, management's ability to continue to run the company and benefits for employees.

Join us for an informative program where we’ll touch ‘em all in breaking down the benefits of this exit planning and retirement vehicle. You’ll learn about each of the ESOP’s vital components - legal, accounting, commercial lending and investment banking - during a quick-hitting educational presentation that will help you decide if an ESOP is right for your business.

We will cover the following bases:

  • What is an ESOP?
  • Who is an ideal candidate?
  • Why are ESOPs popular?
  • Tax advantages and planning strategies
  • Valuation considerations
  • Creating liquidity for the selling owner

Make sure to join us after the presentation for cocktails and hors d'oeuvres as we celebrate the start of baseball season and everything spring during our seasonal networking mixer!