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KSM Blog | Katz, Sapper & Miller CPA

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. 

On May 21 from 12:00-2:00 p.m. EDT, Katz, Sapper & Miller’s Andy Manchir, director in the firm’s Valuation and ESOP Services Groups and Barnes & Thornburg’s Mike Paton, partner, will discuss the steps taken in an ESOP formation using a real-world example from a recent transaction.

Using a case study from a recent ESOP transaction, this webinar will cover:

  • What is an ESOP?
  • Why and when an ESOP makes sense
  • Benefits of an ESOP over other exit and succession planning options
  • How to create, fund, and operate an ESOP
  • The mechanics of an ESOP transaction
  • The tax benefits of an ESOP

Learn more about this unique succession planning option and register today.

About Us
As one of the top 60 CPA firms in the nation, Katz, Sapper & Miller has earned a reputation as a leader in the areas of accounting, tax, and consulting services. We are consistently named one of the “Best of the Best” accounting firms in the nation by INSIDE Public Accounting magazine. Learn more

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