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Employee Stock Ownership Plan (ESOP): Continuing a Legacy

October 28, 2025

Is an employee stock ownership plan (ESOP) right for your company? Join Forvis Mazars for an overview of ESOPs and how they can serve as effective vehicles for succession planning. This informative webinar will explore the benefits an ESOP can provide to the seller, company, and employees. We'll also share the pros, cons, and risks when considering a potential ESOP transaction.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Describe ESOPs as a succession-planning vehicle and retirement plan.
  • Explain the benefits of selling to an ESOP.
  • Recognize when an ESOP may be a good fit.
  • Discuss the potential impact of the current economic climate on ESOP transactions.

Presenter(s)

Cara Benningfield, Angela Fisher