CPE Accounting, Tax – 1 Credit

Now is a good time to assess whether an employee stock ownership plan (ESOP) is right for your company. This session will provide an overview of ESOPs and how to use one as a succession-planning vehicle.  We will examine the benefits an ESOP can provide to the seller, company, and employees. We’ll also cover pros, cons, and risks to consider when evaluating a potential ESOP transaction.


Angela Fisher
Angela Fisher, CPA
Director in the ESOP Transaction Services Group, FORVIS

Angela’s area of focus is employee stock ownership plans (ESOPs) in privately held companies. She assists with the structuring and facilitation process of creating new ESOPs.