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ESOPs: Continuing a Legacy

November 14 @ 3:00 pm - 4:00 pm EST

Free Forvis CPE

Participants of the live webinar will be eligible for 1 free CPE credit.


Now is a good time to assess whether an employee stock ownership plan (ESOP) is right for your company. Join FORVIS for an overview of ESOPs and how to use one as a succession-planning vehicle. This complimentary webinar will examine the benefits an ESOP can provide to the seller, company, and employees. We’ll also cover pros, cons, and risks to consider when evaluating 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
  • Assess when an ESOP may be a good fit
  • Discuss current economic climate effects on ESOP transactions

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@forvis.com.​

CPE NASBA LogoFORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


November 14
3:00 pm - 4:00 pm
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<a href="https://www.forvis.com/webinar/2022/11/esops-continuing-legacy" target="_blank">Event Registration »</a>



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