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Business transition planning: What is an ESOP and when is it the right choice?

RSM CPE Webinars

January 22, 2025 @ 1:00 pm 2:00 pm EST

Free 1 CPE credit

Event overview

Many owners of private businesses are searching for a transition plan that not only addresses their personal financial goals but also sets up their businesses for success well into the future. While employee stock ownership plans (ESOPs) are not new, the confluence of the growing number of business owners facing retirement, business ownersโ€™ desire to create a lasting legacy and a burgeoning industry of ESOP proponents has put ESOPs front and center in the transition planning conversation. Whether your transition is years away or just around the corner, now is the time to start planning.

Join us Jan. 22 at 1 p.m. EST for a discussion about ESOPs and when they are a good choice for an ownerโ€™s transition plan. During this informative webcast, RSMโ€™s team will address the following questions:

  • What is an ESOP and how does it operate?
  • Is my business a good candidate for ESOP ownership?
  • What are the advantages and disadvantages of ESOPs compared to other transition options?
  • Are the tax benefits of ESOPs real?

This webcast will provide valuable insights into the advantages and operations of ESOPs, helping you determine if an ESOP is the right fit for your business transition strategy. Donโ€™t miss this opportunity to gain essential knowledge and prepare your business for a successful transition when the time comes.

Register now to secure your spot and stay informed about the potential benefits and considerations of ESOPs for your business.

New York, NY 10001 United States
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