The ESOP Opportunity: Perhaps a Better Exit Strategy

Session Description:

There are many ways to exit your business; internal buy-sell agreements, strategic partnerships, or third-party buyers are common options. If you haven’t explored the Employee Stock Ownership Plan (ESOP) solution, you might find it to be the best option for meeting your goals. This session will help you understand why some owners are selling all or part of their business through an ESOP. For owners who are passionate about their employees and care about what happens to their company and community after they exit their business, an ESOP might be the perfect solution. Learn what is involved in selling your company to an ESOP and understand the potential tax benefits an ESOP sale can provide. Learn who the key advisors are in helping an owner execute an ESOP transaction. Finally, understand the benefits of an ESOP to the owner and their valuable employees. An ESOP can be a win-win-win for the owner(s), employee(s), and community.

2023 Session Recordings

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Speakers & Panelists

Meredith-Fiocchi

Meredith Fiocchi

ESOP Group of Wells Fargo