ESOPs and The Benefit to Business Owners

An employee stock ownership plan (ESOP) is a flexible, tax-efficient exit strategy that can help business owners achieve a wide variety of goals in the areas of succession planning, tax planning, and estate planning. An ESOP can help owners diversify wealth while providing tax and other advantages. This session will help business owners understand ESOPs and decide if it could be the right succession plan for them.

Your speaker for this session, Keith Apton, has helped hundreds of business owners and their families through the decision making process when it comes to establishing an ESOP. In order to decide whether or not an ESOP is the best fit for a particular owner and company, Keith helps business owners weigh the advantages and disadvantages of all available exit options; analyze what those considerations look like in comparison to the owner’s unique goals; and deduce what an ESOP could provide that other options cannot. Having helped create over $3.5 billion in liquidity from ESOP transactions, Keith has intimate experience with all of the ins and outs of employee ownership.