ESOPs: Continuing a Legacy
November 4 @ 2:00 pm – 3:00 pm EST
Free
1 CPE credit
Is an employee stock ownership plan (ESOP) right for your company? Join Forvis Mazars for an overview of ESOPs and how to use one as a succession-planning vehicle. This complimentary webinar will explore the benefits an ESOP can provide to the seller, company, and employees. We’ll also share the pros, cons, and risks when considering a potential ESOP transaction.
Learning Objectives
Upon completion of this program, participants will be able to:
- Describe ESOPs as a succession planning vehicle and retirement plan.
- Explain the benefits of selling to an ESOP.
- Identify when an ESOP may be a good fit.
- Discuss the effects of the current economic climate on ESOP transactions.
CPE Information
1.00 CPE Credit (pending approval)
One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.
