An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan, which allows employees to become beneficial owners of the stock in their company. In the right situation and with proper structuring, it can provide advantages to everyone involved. Listen to Joe Skorczewski and Ryan Graham as they provide an overview of ESOPS and discuss why they are so popular within the AE industry. This session is designed for company owners, management, and board of directors, who are interested in learning more about ESOPs and whether it might be a good fit for their company.

Learning Objectives:

• Understand what is an ESOP and why it is used so often in the AE industry
• Understand how an ESOP transaction enables business to transition ownership
• Understand the benefits of an ESOP from the company and individual perspective

Presenters: Joe Skorczewski, Managing Director and Ryan Graham, Director, Chartwell