Case Studies and Factors to Consider in Succession Planning
This webinar will explain the main financial and tax advantages, ERISA requirements and potential disadvantages of ESOPs, including illustrative case studies on sample manufacturing and energy companies. 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.
Registration is free and this course is eligible for 2 CPE credits.
CBIZ MHM Executive Education Series:
Is an ESOP Right for Your Company?
May 20, 2014
11 a.m.–1 p.m.
Eligible for 2 CPE
More information and online registration»