As more generations take on leadership roles in our firms, many owners are looking to shift their ownership structure, but lack knowledge on how these shifts will impact their businesses. Leaders often grapple with communicating the change to staff, guaranteeing buy-in, and ensuring their new structure is a good fit for their culture. Presented as a virtual, four-part series, Navigating a Change in Ownership will detail the various options available to owners looking to grow their business or change their current structure, while guaranteeing a smooth transition for staff, clients, and their bottom line.
Is an Employee Stock Ownership Plans (ESOP) a Viable Option for Your Firm?
December 5, 2024, 1:30-2:30 PM Eastern
Learning Objectives:
- Learn what to expect when transitioning to an ESOP structure.
- Explore when an ESOP is likely to be most beneficial and if your firm would be a strong candidate for the transition.
- Hear from experts that have been through the ESOP process on best practices for managing the transition.
Presenter: Cass Hollis, Bryan Cave Leighton Paisner LLP
*The recording for each part will be added to the class materials the following day.
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