Overview

Why ESOPs Have Been Exploding Across America in 2021/2022

ESOPs are trending as a tax efficient way to sell your business while preserving the legacy of your company and benefiting your loyal employees. Come enjoy breakfast and learn why industry leaders are assisting in more ESOP formations than ever before.

Panelists represent valuation/transaction advisors, finance, legal and a Trustee providing broad perspectives.

Please register at your earliest convenience as space is limited

Hosted by

Patrice Radogna, Co-Leader, National ESOP Practice, Marcum LLP
Douglas Dell, Director, National ESOP Practice, KeyBank
Mary McCooe, Principal, Maselan & Jones, P.C.
Miguel Paredes, Founder and President, Prudent Fiduciary Services

Agenda

8:00 am - 9:00 am
Breakfast
9:00 am - 10:30 am
Panel Discussion
10:30 am - 11:30 am
Networking

Register