As we look at today's economy, there is a significant population of
businesses that are owned by baby boomers. These compa...
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Webinar: Is an ESOP Right for Your Company?

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Case Studies and Factors to Consider in Succession Planning

Join us for this free webinar on May 1 or May 20. More info at http://www.mhmcpa.com.

As we look at today's economy, there is a significant population of businesses that are owned by baby boomers. These companies will undergo ownership transition in the near future and need to understand options available for succession planning. More companies are starting to look at Employee Stock Ownership Plans (ESOP) as a transition strategy as well as a way to broaden ownership and further incentivize top management.

This webinar will explain the main financial and tax advantages, ERISA requirements and potential disadvantages of ESOPs, including illustrative case studies on several different companies representing manufacturing, distribution and architecture industries. We will discuss basic company profiles and financial data, along with organizational structure and current benefit plan offerings for employees. From there we will move into a succession planning conversation and look at what factors from these case studies are important when considering whether an ESOP or other alternatives might accomplish a company's financial objectives.

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Webinar: Is an ESOP Right for Your Company?

  1. 1. As we look at today's economy, there is a significant population of businesses that are owned by baby boomers. These companies will undergo ownership transition in the near future and need to understand options available for succession planning. More companies are starting to look at Employee Stock Ownership Plans (ESOP) as a transition strategy as well as a way to broaden ownership and further incentivize top management. This webinar will explain the main financial and tax advantages, ERISA requirements and potential disadvantages of ESOPs, including illustrative case studies on several different companies representing manufacturing, distribution and architecture industries. We will discuss basic company profiles and financial data, along with organizational structure and current benefit plan offerings for employees. From there we will move into a succession planning conversation and look at what factors from these case studies are important when considering whether an ESOP or other alternatives might accomplish a company’s succession and financial objectives. Learning Objectives During this course, employee benefit plan experts will discuss: • Ways to evaluate how an ESOP can be designed to accomplish a company's succession and financial objectives. • Tax benefits that apply to ESOPs. • Basic regulatory and administrative aspects of ESOPs. You can register for this free course at www.mhmcpa.com. CBIZ & MHM Executive Education Series™CBIZ & MHM Executive Education Series™ Is an ESOP Right for Your Company? Case Studies and Factors to Consider in Succession Planning 2014 Series • Course 8 © Copyright 2014. CBIZ & Mayer Hoffman McCann P.C. All rights reserved. Thursday May 1, 2014 11 a.m.–1 p.m. Central Time Tuesday May 20, 2014 11 a.m.–1 p.m. Central Time Eligible for 2 CPE credits Questions or more information? Hal Hunt | 913.234.1012 | hhunt@cbiz.com

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