Employee Stock Ownership Plan Benefits & Best Practices

Written by Lutz | Dec 5, 2024 4:05:08 PM

February 12, 2025 | 11:30 AM - 12:30 PM | Webinar

Ensure your company's continuity with a smooth leadership transfer through an Employee Stock Ownership Plan (ESOP). Aimee Werner and Kelly Martinson of Lutz and Adam Cockerill of Koley Jessen will share effective succession strategies and crucial knowledge on securing your business's future, emphasizing the advantages of ESOPs and proven implementation techniques.

KEY TAKEAWAYS:

Comprehensive Analysis of ESOP Structures & Impact on Business Continuity
Tax Benefits of an ESOP & Ongoing Compliance Considerations
Quantifying Benefits of Employee Ownership for Company & Employees

SEMINAR LEVEL: Advanced

WHO SHOULD ATTEND: Business Owners, C-Suite Executives, Financial Professionals, HR Professionals

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