XPX Philadelphia ESOP 101: How to Sell Your Company to an ESOP (Virtual)

Event Information

What’s an Employer Stock Ownership Plan (ESOP)? It’s a powerful succession planning tool that can allow a business owner to sell or get liquidity from his or her business while delivering an incredible benefit to employees. Our panel’s discussion and presentation will provide an overview of ESOPs and how they are structured, an outline of the unique tax advantages and other benefits of ESOPs for sellers, companies, and employees, a summary of what makes a good ESOP candidate, and an update on how lenders are evaluating ESOP lending opportunities in the current economic environment. CPE and CLE credit approval for this presentation is pending.


Sean-Tamba Matthew
Attorney at Law
SES ESOP Strategies


Ginny Saloom
Managing Director
ESOP Solutions, PNC Financial Services Company

Phillip Reeves
Founding Partner
Apis & Heritage Capital Partners


11:30 AM – 12:00 PM – Login & Networking
12:00 PM – 1:00 PM – Presentation

Virtual Event Pricing:
This event is free to all XPX Member & Non-members.  However, registration is required in order to get connection details.