XPX Fairfield - ESOPs as a Succession Planning and Wealth Creation Tool for Business Owners

When
December 14, 2018
7:30 AM - 9:30 AM
Location
The Shore and Country Club, 220 Gregory Boulevard, Norwalk
Registered
69 registrants

Registration

CT and Tri-State Members
Non-members Early Bird (through 12/11) – $75.00
Non-members Regular Fee – $90.00
Other XPX Chapter Members Early Bird (through 12/11) – $55.00
Other XPX Chapter Members Regular Fee – $75.00
Walk-in Fee – $100.00

Registration is closed

ESOPs can offer significant succession planning and wealth creation benefits. In many instances, an ESOP can provide a greater ROI to the business owner, management and employees than private equity. We will examine the key features and considerations as well as instances where ESOPs make sense. Learn what factors about the business, owners and business timeline that make it attractive to use an ESOP.

In this session, we will explore:

Whether an ESOP is appropriate to accomplish a business owner’s succession planning and wealth creation goals;
The succession and tax planning opportunity, and
Considerations and steps to implement an ESOP

Our speaker:

John Vitucci, PKF O'Connor Davies, LLP

John N. Vitucci is a Principal in the Employee Benefits Services Practice at PKF O’Connor Davies and has more than 30 years of experience working with Fortune 500 corporations and investment banks in all areas of employee benefits, executive compensation and ERISA. John is currently an adjunct professor at Columbia University where he teaches Pensions & ERISA and Oral Communications for Actuaries in the Actuarial Master’s Program. John has implemented ESOPs at over 100 Fortune 500 companies and at many private companies.