Loading Events

« All Events

Workshop: The Seven Benefits of ESOPs

June 17 @ 1:00 PM - 3:00 PM EDT

ESOPs, or Employee Stock Ownership Plans, are used to facilitate succession planning in a closely held company, while allowing employees to own shares in the company over time at no cost to them. If you’re a business owner, what do ESOPs mean for you? What are the tax benefits that will help you drive more success for you and your business?

Patti Plough, President & CEO of Excel Legacy Group, LLC, will address those questions, and more, during this informative Workshop. After selling one of her companies through an ESOP, she now helps business owners prepare for retirement or exit their business in a dignified way.

Here’s what you’ll learn:
– The tremendous financial and tax benefits of ESOPs
– How to sell your company twice
– Tax rebates from ESOPs
– Attracting and retaining top talent for continued business growth




June 17
1:00 PM - 3:00 PM EDT
Event Category: