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Is an ESOP Right for You?

An In-Depth Look at Employee Stock Ownership Plans

Learn how you can enhance your company’s legacy and benefits plan with an ESOP—the most tax-efficient method of exit planning. The seminar will cover valuation, financing, legal issues and plan design, issues for selling shareholders, and communication and ownership culture.

This seminar is also an excellent way for new employees at an ESOP company to gain an understanding of how ESOPs work. To maintain the integrity of this meeting, registration is restricted to companies that either have an ESOP or are considering one (see below under “Registration”).

Meeting Site

The meeting will be held at the Sheraton Downtown Hotel, located at 250 North Main Street, Memphis, TN. Sleeping rooms are available for our group at a special rate of $159. To make a reservation please call reservations at 800-325-3535 by September 16, 2018. Please mention the National Center for Employee Ownership (NCEO) when making your reservation.

Registration (Companies Only, Not Service Providers)

Registration is restricted to companies that have an ESOP or are considering one. To register, choose the number of attendees from the drop-down list below, add it to your cart, and on the first screen of checkout enter the attendee name(s) and email(s) in the box at the bottom of the form.

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