Did you know there is more ESOP ownership in engineering firms than just about any other industry in the US? Ever wonder why?

Is it because ESOPs ...?

• Maintain an ownership culture and reward the people that create the value
• Are friendly buyers of company stock
• These transactions are planned and confidential
• ESOP transactions are very tax efficient

Hint -- the answer is yes! But those aren't the only reasons ...

Join Bob Massengill to learn why ESOPs are so compatible, how they work, and if an ESOP is a good fit for part of your ownership transition.

TAKEAWAYS:

• ESOP transaction structures and tax considerations
• A primer on corporate governance in an ESOP company
• ESOP plan rules and employee payouts
• Fiduciary considerations
• Valuation requirements and basic methodologies
• Is my firm right for an ESOP?