Is an ESOP Right for my Business?

MAY 07, 2019 at 3:30 PM – 6:30 PM (EDT)
Greg M. Daugherty, Sam Agresti
Hilton Columbus at Easton

3900 Chagrin Drive
Columbus, Ohio 43219

It's an uncertain tax time and financial environment, especially for business owners who are considering retirement. Employee stock ownership plans (ESOPs) are becoming the strategy of choice for many business owners who are concerned about succession planning, tax-preferred growth and leaving a legacy. Join us for Is an ESOP Right for my Business? to learn about the potential advantages of ESOPs.

Topics include:

  • What is an ESOP?
  • Why are ESOPs popular?
  • Potential advantages for all parties involved including selling owners and employees
  • Valuation considerations
  • Is an ESOP right for your company?

In addition to hearing from long-time trusted ESOP advisors from Porter Wright and Brady Ware, you'll hear first-hand from individuals who recently sold their companies to an ESOP. 


Sam Agresti, Director
Brady Ware

Greg Daugherty, Partner
Porter Wright