The first session is designed to empower contractors with strategic insights into Employee Stock Ownership Plans (ESOPs) and Private Equity solutions. Join us as we delve into how these powerful tools can help secure your company’s legacy and offer a prosperous future for your business and employees. 

Our panelists will offer advice, tailor-made for contractors looking to secure their company’s legacy through ESOPs and private equity.

Find out more about the intricacies of structuring an ESOP, the benefits of partnering with private equity, and how these options can be tailored specifically to meet the needs of the construction industry.

Get the necessary guidance and confidence to navigate the complex decisions surrounding ESOPs and private equity. Ensure the lasting success of your company by exploring how to create a meaningful and beneficial ownership transition.

Brian Nuzio, Construction Services Partner – Marcum LLP

Carter Brenneman, Vice President, BaseRock Partners
James Miller, Construction Services Partner – Marcum LLP
Patrice Radogna, Co-Leader, ESOP Practice Group – Marcum LLP

Program Description Building Futures: Mastering Succession with ESOPs and Private Equity for Contractors
Important Notice Regarding CPE:
Learning Objectives At the end of this session participantswill be able to:

  • Understand the basics of ESOPs: What they are and how they work
  • Navigate the private equity landscape: Opportunities for contractors
  • Tailor-make strategies: Crafting an ESOP or private equity plan that aligns with your goals
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Taxes
Prerequisites None
Program Level Intermediate
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum 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.