ESOPs as a Business Succession Planning Tool

Date:February 11, 2014
Time:8:30 a.m - 10:30 a.m.
Location: The Cornell Club - 6 East 44th Street, New York, NY

Employee Stock Ownership Plans, or ESOPs, can be beneficial for both employees and employers yet the details can initially appear complicated and intimidating. This seminar will explain everything from the basics of how ESOPs function as a business succession planning tool to the taxation of an ESOP deal for selling shareholders and company planning. Other topics to be discussed 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

Mark Flinchum and Andy Manchir of Katz, Sapper & Miller's ESOP Services Group will present along with Harvey Katz and Daniel Kuperstein of Fox Rothschild LLP.

Seating is limited, so please RSVP here by Tuesday, February 4, 2014.