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BUILDING FUTURES: MASTERING SUCCESSION WITH ESOPS AND PRIVATE EQUITY FOR CONTRACTORS
April 4 @ 1:00 pm – 2:00 pm EDT
OVERVIEW
The first session is designed to empower contractors with strategic insights into Employee Stock Ownership Plans (ESOPs) and Private Equity solutions. Join us as we delve into how these powerful tools can help secure your company’s legacy and offer a prosperous future for you business and employees.
Our panelists will offer advice, tailor-made for contractors looking to secure their company’s legacy through ESOPs and private equity.
Find out more about the intricacies of structuring an ESOP, the benefits of partnering with private equity, and how these options can be tailored specifically to meet the needs of the construction industry.
Get the necessary guidance and confidence to navigate the complex decisions surrounding ESOPs and private equity. Ensure the lasting success of your company by exploring how to create a meaningful and beneficial ownership transition.
MODERATOR
Brian Nuzio, Construction Services Partner – Marcum LLP
SPEAKERS
Carter Brenneman, Vice President, BaseRock Partners
James Miller, Construction Services Partner – Marcum LLP
Patrice Radogna, Co-Leader, ESOP Practice Group – Marcum LLP
CPE CREDITS
| Program Description | Building Futures: Mastering Succession with ESOPs and Private Equity for Contractors |
| Important Notice Regarding CPE: | |
| Learning Objectives | At the end of this session participantswill be able to:Understand the basics of ESOPs: What they are and how they workNavigate the private equity landscape: Opportunities for contractorsTailor-make strategies: Crafting an ESOP or private equity plan that aligns with your goals |
| Instruction Delivery Method | Group Internet Based |
| Recommended CPE Credit | 1 Credit |
| Recommended Field of Study | Taxes |
