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ESOP

Podcast: Advantages and Disadvantages of ESOPs

Posted 5:00 PM by
Mark Flinchum and Andy Manchir of Katz, Sapper & Miller’s ESOP Services Group, along with Mark Kossow of Clark Hill, join Jim DeLuccia on the “CPA Conversations” podcast hosted by the Pennsylvania Institute of Certified Public Accountants (PICPA).
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October Is Employee Ownership Month

Posted 6:45 PM by
For most of the country, autumn brings a welcome change from the heat of the summer. The leaves become a colorful tapestry of fall colors, warm days lead to cooler evenings, and football is on everyone’s minds. There’s a lot to love about October, but some businesses have an additional reason to celebrate: October is Employee Ownership Month.
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Podcast: ESOPs - Are They Right for Your Business?

Posted 6:00 PM by
Mark Flinchum and Andy Manchir of Katz, Sapper & Miller’s ESOP Services Group join host Ed Mysogland on the "Defenders of Business Value" podcast to discuss ESOPs - Are They Right for Your Business? The episode explores the steps taken when a company considers ESOP formation, from the initial decision process to potential tax benefits and how an ESOP benefits employees.
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Flinchum and Manchir to Discuss ESOP Tax, Accounting, and Valuation Practices at Annual Great Lakes Regional ESOP Conference

Posted 12:56 PM by
Katz, Sapper & Miller’s Mark Flinchum and Andy Manchir will present at the Fifth Annual Great Lakes Regional ESOP Conference. Taking place Oct. 17-18 in Sandusky, OH, the conference brings together the Indiana, Michigan, Ohio, and Kentucky chapters of The ESOP Association to discuss current topics pertinent to the ESOP community.
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KSM to Discuss ESOPs at Old National Bank Center for Closely Held Business Conference

Posted 3:54 PM by
KSM’s Dan Rosio, partner in the firm’s Valuation Services Group, and Andy Manchir, director in the firm’s Valuation and ESOP Services Groups, will present “ESOP: Legacy, Empowerment and Succession Planning" alongside Brian Henning and Alan O’Rear, senior vice presidents with Old National Bank, and Alex Mounts, partner with Krieg DeVault, at the Developing the Disruptor’s Mindset conference hosted by Butler University’s Old National Bank Center for Closely Held Business. The event, taking place Aug. 7 in Indianapolis, will feature keynote and breakout sessions designed around the needs of closely held business leaders.
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KSM to Discuss Lease Accounting and ESOPs at American Trucking Associations' (ATA) NAFC Annual Conference

Posted 7:37 PM by
KSM professionals will participate in the upcoming 2019 American Trucking Associations' (ATA) NAFC Annual Conference. Taking place June 10-12 in Indianapolis, IN, t­he conference provides educational and informative sessions to discuss current financial issues facing the trucking industry with the goal of delivering practical solutions.
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Partial ESOP Ownership as an Exit Strategy

Posted 1:15 PM by
According to the National Center for Employee Ownership (NCEO), the United States has over 6,600 Employee Stock Ownership Plans (ESOPs) with nearly $1.4 trillion in total assets. While ESOP companies are not required to report ownership percentages, the NCEO estimates that only 30% to 40% of those ESOPs are 100% employee-owned.
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Business Succession Planning: An ESOP Case Study

Posted 7:40 PM by
The baby boomer generation is retiring at a record pace and business owners are looking for succession planning options that can help them transition their business to new ownership. Employee Stock Ownership Plans (ESOPs) represent a compelling succession planning alternative.
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Manchir to Discuss Sustainability and ESOP Repurchase Obligations at NCEO’s Employee Ownership Conference

Posted 5:56 PM by
Katz, Sapper & Miller’s Andy Manchir, director in the firm’s ESOP and Valuation Services Groups, will present at the National Center for Employee Ownership (NCEO) 2019 Employee Ownership Conference. Taking place April 9-11 in Pittsburgh, PA, the annual conference is the nation’s premier ESOP event to share knowledge, network with peers, and discuss concerns and opportunities impacting the ESOP community.
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Flinchum to Discuss ESOP Accounting and Tax at 2019 Annual ESOP Conference

Posted 2:15 PM by
Mark Flinchum partner-in-charge of Katz, Sapper & Miller’s ESOP Services Group, will present at The ESOP Association’s Indiana Chapter 2019 Annual ESOP Conference. Taking place March 6 in Carmel, IN, the conference brings together professionals from the employee stock ownership plan (ESOP) community for networking and education about top issues facing today’s ESOP stakeholders.
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