Is an employee stock ownership plan (ESOP) a good fit for your company? Join Forvis Mazars for a practical overview of ESOPs and how they can serve as effective vehicles for succession planning. This webinar will explore the possible benefits an ESOP can provide to the seller, company, and employees. In addition, we’ll discuss the pros, cons, and risks when considering a potential ESOP transaction.
Learning Objectives
Upon completion of this program, participants should be able to:
- Outline ESOPs as a succession-planning vehicle and retirement plan.
- Describe the potential benefits of selling to an ESOP.
- Evaluate factors indicating that an ESOP may be a good fit.
- Summarize how the current economic climate could affect ESOP transactions.
CPE Information
1.00 CPE Credit(s) (pending approval)
One CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance during live broadcast.
Who’s This For
External Audience: CFOs, CEOs, business owners, and finance professionals.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Recommended Field of Study
Specialized Knowledge
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.