Employee Ownership Deep Dive (Online)

Join us for a free 60 minute webinar to explore Employee Stock Ownership Plans (ESOPs) as a tax-advantaged business succession strategy. ESOPs provide liquidity for selling shareholders while keeping companies rooted in local communities and helping employees build wealth. Featured speakers include: • Ethan Stambler, Senior Vice President, SES ESOP Strategies • Keith Pehl, founder and CEO, Optima Engineering They will share what an ESOP is and the steps to implementation, why Optima chose this path, and key considerations for other companies interested in pursuing an ESOP. We will also have plenty of time for participant questions. Don’t miss this chance to learn more about ESOPs!"

Speaker(s): Anne-Claire Broughton

Co-Sponsor(s):

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Fee: No Cost