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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 Katz, Sapper & Miller
KSM is a nationally recognized consulting, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we leverage emerging technologies, combined with our people’s differing perspectives, ingenuity, and creativity, to help our clients solve their most difficult challenges.

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