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

Tuesday, September 23, 2014


3:30 – 4:00 p.m. –  Registration
4:00 – 6:00 p.m. – Program

Join us for hors d’oeuvres and cocktails immediately following the program in our Atrium.

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.

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 us for two panel discussions as we discuss the ins and outs of ESOPs.

  • The ABCs of ESOPs
  • In this panel discussion, we will cover:
  • What is an ESOP?
  • Why are ESOPs popular?
  • Tax advantages and planning strategies
  • Valuation considerations
  • Creating liquidity for the selling owner
  • Is an ESOP right for your company?


Ann Caresani, Partner
Porter Wright
Greg Daugherty, Partner
Porter Wright
Ted Lape, Principal
Lazear Capital Partners
Lori Stuart, Executive
Crowe Horwath LLP

ESOP Success Stories

This panel discussion will feature current ESOP companies discussing why they adopted their ESOP and how it has benefitted their company.


Rich Helmreich, Partner
Porter Wright
Barry Lubow, Vice President and General Counsel
DLZ Corporation
Bob Lyon, President
Lyon Video
Art DeCrane, CEO
FST Logistics, Inc.

Please join us on Tuesday, September 23, to discuss the advantages that ESOPs provide and learn why ESOPs are rapidly gaining popularity as a business succession alternative.