ESOPs as a Business Succession Planning Tool

February 11, 2014
Fox Rothschild and Katz, Sapper & Miller
The Cornell Club

6 East 44th Street
New York, NY 10017

8 a.m. registration - 8:30 to 10:30 a.m. program

Employee Stock Ownership Plans, or ESOPs, can be beneficial for both employees and employers yet the details can initially appear complicated and intimidating. This seminar will explain everything from the basics of how ESOPs function as a business succession planning tool to the taxation of an ESOP deal for selling shareholders and company planning. Other topics to be discussed include:

  • The profile of good ESOP candidates
  • What to be aware of when working with ESOPs
  • Moving forward as an ESOP company
  • Demographic trends
  • Evaluating the feasibility of an ESOP transaction


Harvey M. Katz

Mark A. Flinchum – Katz, Sapper & Miller

Andy Manchir – Katz, Sapper & Miller