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Manchir to Discuss ESOP Feasibility at Great Lakes Regional ESOP Conference

Posted 6:47 PM by

Andy Manchir, director in Katz, Sapper & Miller’s ESOP Services Group, will present at the 4th Annual Great Lakes Regional ESOP Conference. Taking place Oct. 18-19 in Sandusky, Ohio, the conference will bring together the Indiana, Michigan, and Ohio/Kentucky chapters to discuss current topics pertinent to the ESOP community.

Manchir will present the session “Assessing the Feasibility of an ESOP,” which is designed for business owners considering a sale to their employees through an Employee Stock Ownership Plan. Manchir will provide an overview of ESOPs and their advantages, as well as review key elements to consider – including valuation, financing, management succession, and operations – when assessing if an ESOP is a feasible option.

Additional conference topics include:

  • Roles and responsibilities of employee owners
  • ESOP plan design
  • An ESOPs purpose as more than an exit strategy
  • Using valuation drivers to motivate employees
  • Basics of ESOP stock valuation

To learn more or register, visit the conference website.

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As one of the top 60 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax, and consulting services. We are consistently named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine. Learn more

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