National Registry of CPE Sponsors

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Is an ESOP Right for You? Phoenix

Oct 21, 2024 by: Multiple National Center for Employee Ownership (NCEO)

This exclusive seminar is a great way for businesses to learn more about the benefits of employee ownership and ESOPs. Attendees will gain valuable insights from business owners and subject matter experts with hands-on ESOP knowledge to set their company up for employee ownership success with clear next steps.

 

Sessions and Topics Include:

  • An ESOP Company Perspective
  • ESOP Transaction Structures & Assessing Feasibility
  • Plan Design & Operations
  • Determining Stock Value
  • Financing an ESOP
  • Fiduciary Responsibilities
  • The 1042 Rollover
  • NCEO Research & How to Use it in Your Company
Course Registration
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