XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you

Event Information

Date & Time

Wed, Dec 19th, 2018
8:00am - 10:00am (EDT)


The Hartford Club, 46 Prospect St, Hartford, CT


Registration Now Closed


CT and Tri-State Members $0.00
First Time Guest $0.00
Non-members Early Bird (through 12/16) $75.00
Non-members Regular Fee $90.00
Other XPX Chapter Members Early Bird (through 12/16) $55.00
Other XPX Chapter Members Regular Fee $75.00
Same Day Registration/Walk-in Fee $100.00

Employees are critical to the success of any organization, and giving them a beneficial ownership interest in the business can be a great motivating factor. In this session, we will explore:

  • What is an ESOP?
  • What are the benefits? For owners, employees, and the business itself
  • How to defer – and possibly avoid – capital gains tax through the sale to an ESOP
  • Financing & Valuation Considerations
  • What is the process for an ESOP transaction from inception?
  • How to prepare your company for sale

Our Speakers:

Ken Pia, Partner, Marcum LLP –  Ken run’s Marcum’s ESOP business nationally and is based In CT

Maureen Cosgrove, Senior Vice President, Aegis Fiduciary – Maureen is an ESOP trustee out of Glastonbury.