Is an ESOP Right for You? - SES Advisors
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Is an ESOP Right for You?

Author: SES Advisors

Utilizing an ESOP as an ownership transition vehicle

Often times owners of privately held businesses struggle with understanding ways to transition all or part of their businesses. Learn whether an ESOP may be an attractive option to consider. Join us for an educational panel discussion around some of the basics of an ESOP: cost, structure, accounting, financial and legal.
Date: Tuesday, October 1, 2013
Time: 7:30 – 10:00 a.m.
Location: Bay Colony Corp. Center, 1000 Winter St., North Entrance, 1st Floor, Waltham, MA 02451
7:30 – 8:00 a.m.
Welcome Breakfast and Registration
8:00 – 10:00 a.m.

Panel Discussion:

  • Preparing for an ownership transition?
  • How do ESOP transactions work?
  • Why consider an ESOP a transition strategy?

Michael J. McGinley, ASA, CVA , Prairie Capital Advisors, Inc.
Michael J. Poirier, CPA, Feeley & Driscoll, P.C.
Joseph D. Verri, CRPS, The Bay Colony Group at Morgan Stanley

Questions? Call 215.508.5639.

This event is reserved exclusively for business owners and management exploring ESOPs as a business succession strategy.

SES Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700 Nashville, TN 37219-2417. Website:

Number of CPE Credits: 2
Delivery Method: Group

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Is an ESOP right for you?