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Is an ESOP Right for You? The Basics

Prerecorded Webinar

This Webinar provides you with on overview of how an employee stock ownership plan (ESOP) works. It discusses the rules, applications, and tax benefits, while providing details on how you can assess if an ESOP is feasible for your company. This Webinar can be viewed in conjunction with Is an "ESOP Right for You: Valuation, Finance, and Culture" to provide a complete overview of the ESOP process.

Program

Welcome and Introduction
Loren Rodgers, National Center for Employee Ownership
How an ESOP Works
TBA, Johanson Berenson LLP
Will an ESOP Work for You?
Brian Hector, Morgan Lewis
ESOP Case Study
Kevin Ruble, Marquette Rail LLC
Questions and Answers

Webinar Format

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the internet. You will receive a link to replay the webinar whenever and as often as you wish. For a list of our other Webinar replays, see our meeting list.

Fee Information

"Is an ESOP Right for You?" consists of two Webinars. Each one is $50 for NCEO members, $75 for nonmembers. Your purchase gives you access to unlimited replays while this version of the seminar is online. If you are not an NCEO member but join now ($90 for 1 year), you will receive the member rate.

How to Purchase


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