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GBQ & TCF Seminar Series, Session 3: ESOPs

June 14, 2016 5:30 - 7:30 PM

Business owners are transitioning companies to their employees through Employee Stock Ownership Plans (ESOPs) more than ever. Join ESOP Plus and GBQ Consulting LLC as we partner with The Catholic Foundation to present a seminar discussing the ins and outs how ESOPs can help business owners achieve their business succession, ownership transition, and legacy planning objectives.  Topics to be discussed include:

  • Goals & objectives of Business Owners
  • Where ESOP fits in
  • What is an ESOP?
  • Unique benefits of ESOP
  • ESOP valuation
  • Performance of ESOP companies
  • ESOPs as charitable giving tool
  • Is an ESOP right for your company?

Presented by

Tim Jochim, Esq.
Schatz Brown Glassman LLP

Brian Bornino, CPA/ABV, CFA, CBA
Director of Valuation Services
GBQ Consulting LLC

This event has been approved for 1.5 hours CPE for CPAs and 1.5 hours CLE. Appetizers and refreshments will be provided.