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?
 

Moderator

Joseph D. Verri, CRPS
Senior Vice President – Financial Advisor
Morgan Stanley Wealth Management
joseph.verri@morganstanley.com
781.672.5140

Speakers

Charles E. Coyne, ASA
Managing Director
Empire Valuation Consultants
ccoyne@empireval.com
860.233.6552

Tabitha M. Croscut, Esq.     
Shareholder
Devine Millimet
tcroscut@devinemillimet.com 
603.695.8542

Michael J. Poirier, CPA
Audit Office 
Managing Partner 
BDO
mpoirier@bdo.com
617.456.2404

SCHEDULE

8:00am - 10:30am




Tabitha Croscut
ESOP Team Chair
Learn more about Tabitha Croscut's ESOP Practice.