Webinar Replay: A Webinar for Accountants on ESOPs

An Attractive Structuring Opportunity for Succession Planning, Wealth Creation and Client Retention

This webinar provides a comprehensive review of employee stock ownership plans (ESOPs) and building an effective succession planning and exit strategy for owners and executives of privately held businesses.

Webinar Replay Here 

Key Topics:

  • Comparison of alternative monetization strategies
  • ESOP structuring
  • Economic, tax, and estate planning
  • ESOP accounting
  • Raising capital for transaction and business expansion
  • Business valuation methods
  • Managing multiemployer pension exposure
  • Transaction process and advisors

Featured Speakers:
PKF O’Connor Davies
Timothy J. Desmond, CPA, Partner-in-Charge – Employee Benefit Services Practice
John N. Vitucci, CPA, Principal – ESOP Practice Leader

ESOP Structuring Specialists, Inc.
Peter Abrahamson, Managing Director and Founder

Capital One
Ashley K. Sarokhan, Senior Vice President – ESOP Practice Leader

Holland & Knight
David N. Pardys, Partner

Principal Financial Group
Alison K. Smith, MSM, MBA, CRPS, AIF, Vice President – Retirement Solutions

UBS Financial Services
Gerry Spitzer, CEPA, CPWA, CRPC, Senior Vice President