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’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.