2018 Great Lakes Regional ESOP Conference

Date:Oct. 18-19, 2018 
Location: Kalahari Resort & Convention Center
1000 Kalahari Drive
Sandusky, OH 44870

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.