Conferences and Speeches

NCEO Seminar Is an ESOP the Right Choice for Your Companys Succession Plan

Thursday, March 19, 2015
09:00 AM - 05:00 PM Eastern Daylight Time

Employee Benefits partner Brian Hector will present “ESOP Plan Design” at an NCEO seminar, “Is an ESOP the Right Choice for Your Company's Succession Plan?”

Business owners who want liquidity and want their companies to remain viable for the long term should consider selling all or part of their businesses to employees through an employee stock ownership plan (ESOP). Whether the owner wants to plan for his or her own succession, to reward employees, or to motivate improved performance, ESOP companies have a proven record of long-term success. How to determine whether an ESOP is a good fit for your company:

  • How to finance an ESOP
  • How to make choices about allocation, vesting, distribution, and voting rules
  • Critical legal, valuation, and plan administration concerns
  • Ways to build a stronger ownership culture

March 19, 2015

Duff & Phelps LLC
55 East 52 Street, 31st Floor
New York, NY 10055