Description

***This is an online-only event.***

An exit strategy that preserves what you’ve built.

In this one-hour webinar, we’ll walk through the fundamentals of an Employee Stock Ownership Plan (ESOP) and how it can serve as a powerful, tax-advantaged exit or succession strategy—while preserving company culture and rewarding employees.

What we’ll cover (first 30 minutes):

Cyndi Hines, CPA, CVA and Paul Esche, CPA, CVA of ECP Consulting, Inc. will break down:

• How an ESOP sale works—from valuation and feasibility through closing and post-close considerations

• Why an ESOP is often more flexible and tax-efficient than a third-party sale

• Key requirements that determine whether a company is a good ESOP candidate

• How an ESOP can function as a retirement plan and long-term employee retention tool

Real-world perspective (Q&A – last 30 minutes):

Doug Bawel (Jasper Holdings) and David Braun (Lieberman Technologies) will join the conversation to share firsthand insights from going through the ESOP process—what surprised them, what they’d do differently, and what business owners should realistically expect.

Bring your questions. This session is designed to be practical, candid, and useful—whether you’re actively planning an exit or just exploring options for the future.

Who should attend:

Business owners, founders, and leadership teams considering succession planning, liquidity options, or long-term employee ownership strategies.

While you are encouraged to attend the live webinar and ask questions, a recording of this webinar will be made available.

Sponsor:

Fifth Third Bank is a sponsor of the Southwest Indiana SBDC and makes programming like this possible.

REGISTER HERE

Funded in part through a cooperative agreement with the US Small Business Administration. All opinions, conclusions, and/or recommendations expressed herein are those of the author(s) and do not necessarily reflect the views of the SBA.