Business Succession Through Employee Stock Ownership Plans

07.17.2019 | 12:30 - 4:30 p.m.

Surly Brewing Co.

520 Malcolm Ave SE

Minneapolis, MN 55414

Join us for an informative program with Twin Cities and national thought leaders for Business Succession through Employee Stock Ownership Plans (ESOPs) on July 17 at Surly Brewing Co.

The speakers will provide an overview of benefits and considerations to evaluate if an ESOP is a good fit for your company. Key topics include:

• How does an ESOP work?
• Tax incentives for the company and the seller(s)
• How a typical ESOP transaction is structured
• Profile of an ideal ESOP candidate
• How to evaluate whether an ESOP is the correct structure for your company’s succession plan, including valuation, financing and day-to-day management considerations

Speakers

Jeffrey Cairns, Partner, Stinson LLP
David Johanson, Senior Partner, Hawkins Parnell & Young
Brian Jenkins, Executive Director, J.P. Morgan Securities
Steve Nelson, Managing Director, Chartwell

Who Should Attend

Business owners, tax and finance directors, attorneys and CPAs looking to develop an understanding of the legal issues and tax laws governing the establishment of ESOPs, and the benefits to using an ESOP as a succession planning structure.

Please register by Wednesday, July 10.