Taking Stock of ESOPs – Preparing for Strong Employee Stock Ownership Plans

December 8, 2015
Omni San Francisco

500 California Street, San Francisco, CA

Join Hawkins Parnell & Young in partnership with Bloomberg BNA, MassMutual Northern California and One Wealth Management for this half-day seminar featuring tips from ESOP companies and experts who advise in the creation and management of them.

In a marketplace where attracting and recruiting good employees is critical, or as business owners explore alternatives to transform their closely-held companies, employee stock ownership plans (ESOPs) present excellent opportunities for business succession planning and offer tax-favored opportunities for the sellers of such closely-held companies to create a path to liquidity, as well as offer such companies a benefit structure for attracting and retaining employees. Congress originally created ESOPs to be both a critical corporate finance and employee benefits tool. What should you consider to prepare for an ESOP? Wondering what challenges or opportunities may lie ahead?

At this event, attendees will:

  • Learn to navigate the challenges and opportunities of ESOPs
  • Hear from leaders who have already instituted successful ESOPs at their companies
  • See the steps that nearly 10,000 other companies have already taken to create an ESOP
  • Find out what management strategies it takes to implement a strong ESOP