An Introduction to ESOPs

Did you know that business owners can receive “fair market value” by selling their ownership to an Employee Stock Ownership Plan (ESOP), while at the same time keeping the company independent and potentially deferring any gains from that sale? A 100%-ESOP-owned company can also 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 members of GBQ’s Valuations Director Eric Dollin and Krieg Devault’s Partner Thomas Stafford to learn what “all the fuss is about.” In this introductory session, designed for business owners and advisors with limited prior knowledge of ESOPs, we will discuss:

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

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

Please note our webinar sessions can accommodate a maximum of 250 individuals. Should you experience difficulties accessing the live broadcast, it is likely due to reaching attendee capacity. For your convenience, a recording will be made available on our webinar recording webpage following the presentation.