Exit Planning Institute Central Indiana Chapter Event: Demystifying ESOPS

Date:February 2, 2016
Time:7:30 a.m. 
Location: Katz, Sapper & Miller
800 E. 96th Street, Suite 150
Indianapolis, IN 46240
Format:  Presentation

Learn about the ESOP exit planning path from leading Indiana professionals in three different disciplines: Legal, Valuation, and ESOP Trusteeship. Advisors who are unfamiliar with ESOPs would benefit from attending this program, which is designed to answer questions, de-bunk some “ESOP myths,” and help advisors determine when this specific exit planning tactic should be considered.

Featured topics include:   

  • Tax benefits for ESOP companies and selling shareholders
  • Common myths and misconceptions related to ESOP companies
  • Updates of the current regulatory environment for ESOP companies
  • The importance of building an ESOP ‘deal team’
  • Review of a recent ESOP transaction process


  • Andy Manchir, Director, Valuation and ESOP Services Groups, Katz, Sapper & Miller
  • Thomas P. Stafford, Senior Associate, Krieg DeVault
  • David Van Ness, Trust Officer/ESOP Relationship Manager, Horizon Trust & Investment Management

Attendees will earn 1 hour of CPE credit.

A continental breakfast will be provided. Seating is limited.

This event is part of the Exit Planning Institute Indiana Chapter events. See event details or register today.