Every business owner will eventually need to exit their firm. This presentation shows how an Employee Stock Ownership Plan can provide liquidity to selling shareholders in a tax-advantaged environment, all while providing a retirement plan for employees and creating a lasting legacy for selling shareholders.

Patrice Radogna, Partner, Advisory Services – Marcum LLP
Wilson Denari, Manager, Advisory Services – Marcum LLP

Program Description Discover the Power of ESOPs
Important Notice Regarding CPE:
Learning Objectives

After completing this session, participants will be able to:

  • Describe the process of exiting your firm.
  • Identify available options for monetizing shareholder interests.
  • Summarize the pros and cons of an ESOP.
  • Explore the ESOP benefits available to selling shareholders, employees, and the company.
  • Recognize the tax incentives of an ESOP plan.
  • Indicate the mechanics of an ESOP transaction and how companies and selling shareholders enter into a transaction.
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Specialized Knowledge
Prerequisites None
Program Level Basic
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.