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EVENT DETAILS


XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you

  • December 19, 2018
  • 8:00 AM - 10:00 AM
  • The Hartford Club, 46 Prospect St, Hartford, CT

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Employees are critical to the success of any organization, and giving them a beneficial ownership interest in the business can be a great motivating factor. In this session, we will explore:

  • What is an ESOP?
  • What are the benefits? For owners, employees, and the business itself
  • How to defer – and possibly avoid – capital gains tax through the sale to an ESOP
  • Financing & Valuation Considerations
  • What is the process for an ESOP transaction from inception?
  • How to prepare your company for sale

Our Speakers:

Ken Pia, Partner, Marcum LLP -  Ken run's Marcum's ESOP business nationally and is based In CT

Maureen Cosgrove, Senior Vice President, Aegis Fiduciary - Maureen is an ESOP trustee out of Glastonbury.

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