ESOPs: Pros, Cons, Risks & Rewards - Webinar

$79.00
Member price: $0.00

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Wednesday, October 1, 2025
Time: 3:00PM - 4:15 PM (ET), 12:00PM - 1:15 PM (PT)

Is an employee stock ownership plan (ESOP) right for your company? Hear from an industry expert who will provide an insightful overview of ESOPs and their potential as a succession-planning vehicle. Dig into the benefits an ESOP can offer to the seller, the company, the management team, and its employees. Discussions will center on the pros, cons, and risks to consider when evaluating a potential ESOP transaction, with a focus on the unique needs and challenges faced by construction financial professionals.

Learning Objectives

Describe ESOPs as a succession-planning vehicle and retirement plan.
Explain the benefits of selling to an ESOP.
Assess when an ESOP may be a good fit.
Discuss current economic climate effects on ESOP transactions.

Prerequisites

This is a group-internet webinar at the Basic Level. No prerequisites or advanced preparation required.

CPE Credits

1.5 CPE credits

CPE/CCIFP Information

Earn 1.5 CPE/CCIFP Professional Development credits toward the General or Construction Requirement.

Course Length

The estimated time to complete the course is approximately 75 minutes, depending on the pace of the learner.

Who Should Attend:

Business Owners
CFOs
Controllers
Professional Advisors

Field of Study:

Specialized Knowledge

Speaker:

Angela Fisher

Speaker Company:

Forvis Mazars

Sponsor: