COVID-19 Resource Center

Introduction to ESOPs – Preparing for Strong Employee Stock Ownership Plans

September 14, 2016

Bloomberg BNA, in partnership with Hawkins Parnell & Young, will host the live seminar, Preparing for Strong Employee Stock Ownership Plans, on September 14, 2016 in New York City.

Employee stock ownership plans (ESOPs) have numerous benefits as a corporate finance and employee benefits tool. What should you consider to prepare for an ESOP? Wondering what challenges or opportunities may lie ahead?

ESOPs offer tax-favored opportunities for owners of closely-held companies, creating a path to liquidity, establishing as robust succession plan and a strong benefit structure for attracting and retaining employees.

After attending this event, participants will be able to:

  • Determine what should be considered when preparing for an ESOP
  • Understand the challenges and opportunities that lie ahead
  • Create a strong benefit structure for attracting and retaining employees
  • Learn how to develop a plan that will create a path to liquidity
  • Learn how to establish a robust succession plan

All attendees will receive the Bloomberg BNA Portfolio: ESOPs, #354-8th.*

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