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ESOPs: Continuing a Legacy

September 14, 2026
Online Only

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.

Presenters

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