Employee Stock Ownership Plans (ESOPs): A Tax-Advantaged Strategy for Growth, Liquidity and Succession Planning

SEP 23, 2014 at 3:30 PM – 6:00 PM

In an uncertain tax and financial environment, business owners are increasingly looking at ESOPs as a potential strategy for tax-preferred growth and business succession planning. Join us for two panel discussions as we discuss the ins and outs of ESOPs.

The ABCs of ESOPs

In this panel discussion, we will cover:

  • What is an ESOP?
  • Why are ESOPs popular?
  • Tax advantages and planning strategies
  • Valuation considerations
  • Creating liquidity for the selling owner
  • Is an ESOP right for your company? 


Ann Caresani, Partner, Porter Wright
Greg Daugherty, Partner, Porter Wright
Ted Lape, Principal, Lazear Capital Partners
Lori Stuart, Executive, Crowe Horwath LLP

ESOP Success Stories
This panel discussion will feature current ESOP companies discussing why they adopted their ESOP and how it has benefitted their company.


Rich Helmreich, Partner, Porter Wright
Barry Lubow, Vice President and General Counsel, DLZ Corporation
Bob Lyon, President, Lyon Video
Art DeCrane, CEO, FST Logistics, Inc.

Please join us on Tuesday, September 23, to discuss the advantages that ESOPs provide and learn why ESOPs are rapidly gaining popularity as a business succession alternative.