Is an employee stock ownership plan (ESOP) right for your company? Hear from an industry expert who will provide an insightful overview of ESOPs and their potential as a succession-planning vehicle. Dig into the benefits an ESOP can offer to the seller, the company, the management team, and its employees. Discussions will center on the pros, cons, and risks to consider when evaluating a potential ESOP transaction, with a focus on the unique needs and challenges faced by construction financial professionals.

After this session, attendees will be able to:

• Describe ESOPs as a succession-planning vehicle and retirement plan.
• Explain the benefits of selling to an ESOP.
• Assess when an ESOP may be a good fit.
• Discuss current economic climate effects on ESOP transactions.

Level & Prerequisites
This is a group-internet webinar at the Basic Level. No prerequisites or advanced preparation required.

CPE Information
Earn 1.5 CPE credits in the field of Specialized Knowledge. Please note that CPE credit can only be earned by attending the live session and it is not available by watching the recording.

CCIFP Information
Earn 1.5 CCIFP Professional Development credits toward the General or Construction Knowledge Requirement.

Who Should Attend?

• Business Owners
• CFOs
• Controllers
• CPAs
• Professional Advisors

Price
 

• Free for CFMA Members
• $79 for Non-Members

Angela Fisher, Director, ESOP Transaction Services Group, Forvis Mazars US