Marcum ESOP Seminar

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How to Create Liquidity in a Closely Held Business

Join us for a discussion about creating liquidity in closely held businesses. Learn more about employee stock ownership plans (ESOPs) and what makes a company a good candidate for an ESOP.


  • What is the "value" of your closely held business?
  • Preparing your company for "sale."
  • Converting value into cash.
  • Why choose an ESOP?

This lively discussion will be followed by cocktails, hors d'oeuvres and networking with fellow business leaders.

Kenneth J. Pia, Jr. CPA, ABV, ASA, MCBA
Partner-in-Charge, Business Valuation Services Marcum LLP

Heidi Walker CPA, ABV, ASA
Managing Director, Valuation and Litigation Support Marcum LLP

Time and Location


    January 18, 2018


    New Haven Lawn Club
    193 Whitney Avenue
    New Haven, CT  06511