Succession Planning: Is an ESOP the Right Tool for Your Business?

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Interlachen Country Club

6200 Interlachen Boulevard

Minneapolis, MN 55436

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ESOPs are one of the most popular ways for business owners to transition ownership of their company to their employees.

Join us to learn more!

  • Tax benefits of 100%-owned S-corp ESOPs
  • Advantages and challenges of ESOPs
  • Why owners choose ESOPs over other options
  • Financing ESOP transactions
  • How to use an ESOP to leave a legacy


Agenda:

7:30–8:00 a.m. - Breakfast & Registration

8:00–8:45 a.m. - Panel 1: Perspectives from ESOP Experts

8:45–9:30 a.m. - Panel 2: Experiences from ESOP-owned Companies

9:30–10:00 a.m. - Networking


Featuring:

Dick Shuma, Managing Director - Financial Advisory Services at BMO Harris Bank
Dick Shuma has deep corporate finance/capital markets experience in the banking and investment banking disciplines including: Traditional Senior Finance, Leveraged Finance, Valuation, Corporate Strategic Advisory, Buy and Sell-Side M&A Advisory Engagements and ESOP Structure, Feasibility and Financing. Shuma is also the head of the ESOP practice group at BMO.

Thomas Walker, Shareholder at Winthrop & Weinstine
Thomas Walker is a shareholder with Winthrop & Weinstine and practices in the areas of employee benefits law, trusts and estate planning and general corporate law, with expertise in employee stock ownership plans (ESOPs) and business succession planning

Dan Markowitz, CPA, Partner at Boulay
Dan is a partner at Boulay and leads the firm’s ESOP practice. In addition to working with ESOP companies, he specializes in audit, consulting, and accounting services for clients in a wide variety of industries including retail, real estate, professional services and manufacturing and distribution.


Date and Time

Location

Interlachen Country Club

6200 Interlachen Boulevard

Minneapolis, MN 55436

View Map

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