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ESOPs as a Business Succession Planning Tool


Download this presentation to learn everything from the basics of how Employee Stock Ownership Plans, or ESOPs, function to the taxation of an ESOP deal for selling shareholders and company planning. Other highlights include:

The profile of good ESOP candidates

What to be aware of when working with ESOPs

Moving forward as an ESOP company

Demographic trends

Evaluating the feasibility of an ESOP transaction

About the Presenters

Mark Flinchum

Mark is the partner-in-charge of KSM's ESOP Services Group. He represents ESOP-owned businesses and has structured several ESOP business sales.

Andrew Manchir

Andy is a director in KSM's Valuation and ESOP Services Groups. He provides valuation and business advisory services, with an emphasis on ESOPs.

Harvey Katz

Harvey is a partner at Fox Rothschild. He co-chairs the firm's Employee Benefits & Compensation practice. His ESOP expertise is widely recognized.

Daniel Kuperstein

Dan is an associate at Fox Rothschild. While he focuses on labor and employment/employee benefits matters, he has considerable ESOP experience.


About Katz, Sapper & Miller

As one of the top 65 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax and consulting services. Our nearly 300 professionals serve a wide range of sophisticated clients in a variety of specialized industries.

Slide Deck

ESOP Succession Planning

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