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Employee Stock Ownership Plan (ESOP): Continuing a Legacy
October 28, 2025 @ 11:00 am – 12:00 pm EDT
CPE Information
Is an employee stock ownership plan (ESOP) right for your company? Join Forvis Mazars for an overview of ESOPs and how they can serve as effective vehicles for succession planning. This informative webinar will explore the benefits an ESOP can provide to the seller, company, and employees. We’ll also share the pros, cons, and risks when considering a potential ESOP transaction.
Learning Objectives
Upon completion of this program, participants will be able to:
- Describe ESOPs as a succession-planning vehicle and retirement plan.
- Explain the benefits of selling to an ESOP.
- Recognize when an ESOP may be a good fit.
- Discuss the potential impact of the current economic climate on ESOP transactions.
CPE Information
1.00 CPE Credit (pending approval)
1 CPE credit (pending approval) in the Specialized Knowledge field of study may be awarded upon verification of participant attendance, during live broadcast.
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
