Is an ESOP Right for You? Seminar in Waltham, MA - SES Advisors
  • 888.SES.ESOP
News & Events

Is an ESOP Right for You? Seminar in Waltham, MA

Author: SES Advisors

Often times owners of privately held businesses struggle with understanding ways to transition all or part of their business. Join us for an educational panel discussion around some of the basics of an ESOP: cost, structure, accounting and legal. Also, get an inside perspective from a recently formed minority ESOP-owned company. All business owners looking to transition their businesses are welcome to attend.

Date and Time: Wednesday, February 13, 7:30 – 10:00 a.m.
Location: Bay Colony Corporate Center, 1000 Winter Street, North Entrance, 1st Floor, Waltham, MA


7:30 am – 8:00 am

Welcome Breakfast and Registration

8:00 am – 10:00 am

Panel Discussion

Preparing for an ownership transition?

How do ESOP transactions work?

Why consider an ESOP a transition strategy?



Paula Finestone

SHIFT Communications, Inc.

Michael J. McGinley, ASA, AVA 

Prairie Capital Advisors, Inc.

Michael J. Poirier, CPA

Feeley & Driscoll, P.C.

Joseph D. Verri, CRPS

The Bay Colony Group at MorganStanley

Register Now

Subscribe to our mailing list

  • This field is for validation purposes and should be left unchanged.
Is an ESOP right for you?