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Ownership Transition - Is an Employee Stock Ownership Plan (ESOP) Right for You?

Empire Valuation Consultants, Devine Millimet and BDO

Tuesday, March 21, 2017 from 8:00 AM to 10:30 AM (EDT)

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RSVP Mar 21, 2017 Free  

Share Ownership Transition - Is an Employee Stock Ownership Plan (ESOP) Right for You?

Event Details

Ownership Transition
Is an Employee Stock Ownership Plan (ESOP) Right for You?


Business owners often struggle with understanding ways to transition all or part of their business. Whether you're ready to take the next step now, or in the future evidence shows that an Employee Stock Ownership Plan (ESOP) offers mutual benefits to both employees and owners. Join our panel of experts as they discuss:
 

•  Benefits to the business owner AND employees

•  Tax deferral

•  Dispelling common myths

•  Why are ESOPs popular?

•  Why choose an ESOP as your transition strategy?


Moderator:

Joe Verri Joseph D. Verri, CRPS
Senior Vice President – Financial Advisor
Morgan Stanley Wealth Management
joseph.verri@morganstanley.com
781.672.5140


Speakers:

Chuck Coyne Tabitha Croscut Michael Poirier
Charles E. Coyne, ASA
Managing Director
Empire Valuation Consultants
ccoyne@empireval.com
860.233.6552
Tabitha M. Croscut, Esq.     
Shareholder
Devine Millimet
tcroscut@devinemillimet.com
603.695.8542
Michael J. Poirier, CPA, CGMA
Audit Office Managing Partner 
BDO
mpoirier@bdo.com
617.456.2404
Have questions about Ownership Transition - Is an Employee Stock Ownership Plan (ESOP) Right for You?? Contact Empire Valuation Consultants, Devine Millimet and BDO

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When & Where


Bay Colony Park
950 Winter Street
Center Entrance – Bottom Floor
Waltham, Massachusetts 02451

Tuesday, March 21, 2017 from 8:00 AM to 10:30 AM (EDT)


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Organizer

Empire Valuation Consultants, Devine Millimet and BDO

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