Employee Stock Ownership Plans (ESOPs):
A Tax-Advantaged Strategy for Growth, Liquidity and Succession Planning

In an uncertain tax and financial environment, business owners are increasingly looking at ESOPs as a potential strategy for tax-preferred growth and business succession planning. Join Porter Wright and GBQ Consulting LLC as we present a morning seminar discussing the ins and outs of ESOPs.

Friday, October 11
8:00 – 8:30 a.m.

Registration and Breakfast

8:30 – 10:30 a.m.
Program

Topics to be discussed include:

  • What is an ESOP?
  • Why adopt an ESOP?
  • ESOP financing considerations
  • ESOP valuation considerations
  • Tax planning for selling shareholders
  • Is an ESOP right for your company?

Please join us on Friday, October 11th, to discuss the advantages that ESOPs provide and learn why ESOPs are rapidly gaining popularity as a business succession alternative.

There is no charge for this seminar; however, seating is limited. 

Please RSVP by Tuesday, October 8. 

If you have questions, please contact Erin Hawk.

Location:
Porter Wright
41 S. High Street, 29th Floor
Columbus, Ohio 43215

Complimentary Parking: We will validate parking tickets from the Huntington Garage, located directly behind our building.