Succession Planning Series: Employee Stock Ownership Plans (ESOPs)

You’re invited to join MCM CPAs & Advisors for the next installment in our popular Succession Planning Seminar series. This month’s seminar will focus on Employee Stock Ownership Plans, or ESOPs, and what could (or couldn’t) make them an option worth exploring for your business. We will discuss what they are, and how they work, and explore the technical requirements related to instituting an ESOP, as well as recent developments in their form and functions.

Our speakers will be Steve Kerrick, Chris Coyle and Laura Stallard. All have worked with many MCM clients in bringing this succession planning option to their own businesses.

1.5 hours of complimentary CPE and breakfast will be provided.