Ownership Transition - Is an ESOP Right For You?
Business owners often struggle with understanding ways to transition all or part of their business. Whether you're ready to take the next step now, or in the future, evidence shows that an Employee Stock Ownership Plan (ESOP) offers mutual benefits to both employees and owners. Join our panel of experts as they discuss:
• Benefits to the business owner AND employees
• Tax deferral
• Dispelling common myths
• Why are ESOPs so popluar?
• Why choose an ESOP as your transition strategy?
Joseph D. Verri, CRPS
Senior Vice President – Financial Advisor
Morgan Stanley Wealth Management
Charles E. Coyne, ASA
Empire Valuation Consultants
Tabitha M. Croscut, Esq.
Michael J. Poirier, CPA
8:00am - 10:30am