An Introduction To ESOPs

Your Introduction to Employee Stock Ownership Plans

Did you know that business owners can receive “fair market value” by selling their ownership to an Employee Stock Ownership Plan (ESOP), and also capitalize on various tax benefits available to sellers in an ESOP transaction? While at the same time keeping the company independent and set up for long-term success?

A 100%-ESOP-owned company can be structured to pay no federal income taxes and, with a motivated workforce of “employee-owners,” is shown to outperform other forms of ownership.

Join Joe Borowski and Brian Bornino, directors in GBQ’s ESOP Advisory practice, for an insightful discussion that will cover:

• How an ESOP works
• Advantages of ESOP ownership
• Which companies make good ESOP candidates
• Key steps to implementing an ESOP

Who Should Attend:

Business owners, CFOs, HR leaders, financial advisors, and anyone involved in succession planning or employee benefits at your organization should attend this free webinar.

Ongoing ESOP Series:

The Introduction to ESOPs webinar is part of GBQ’s five-part spring and summer ESOP series, “The Power of ESOP.” Stay tuned to learn more about future installments of this series.

CPE Available:

This webinar qualifies for 1.0 hour of CPE based on Ohio CPE requirements.