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

Empire Valuation Consultants, ESOP Plus® and Principal Financial Group®

Thursday, March 23, 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 so popular?

•  Why choose an ESOP as your transition strategy?


Speakers:

SBrace Lian Gravelle Joe Marx

Scott Brace, ASA

Managing Director

Empire Valuation Consultants

sbrace@empireval.com

585.475.9260

Lian Gravelle

Partner

ESOP Plus®

lgravelle@esopplus.com

585.512.3414  x5

Joe Marx

Vice President - Consulting

Principal Financial Group®

marx.joseph@principal.com

716.710.4134


 

Have questions about Ownership Transition - Is an Employee Stock Ownership Plan (ESOP) Right for You?? Contact Empire Valuation Consultants, ESOP Plus® and Principal Financial Group®

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When & Where


Synergy Global Solutions
7871 Lehigh Crossing Drive #1
Victor, New York 14564

Thursday, March 23, 2017 from 8:00 AM to 10:30 AM (EDT)


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Empire Valuation Consultants, ESOP Plus® and Principal Financial Group®

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