Workshops

ESOP Half Day Workshop - October 15, 2008

West Michigan has the largest number of Employee Stock Ownership Plans (ESOPs) per capita in the U.S. Why? Because we are teeming with successful entrepreneurs. But when it’s time for those entrepreneurs to move on and let the next generation of leadership take hold, lots of questions emerge…

Is an ESOP right for my company?
What are the tax advantages?
Can I keep control of my company with an ESOP?

How do I determine the true value of my company?
How is the sale of stock financed?

Join fellow CEOs, CFOs and HR executives for a half-day workshop on October 15 to learn more about ESOPs – arguably the most popular succession planning method in corporate America.

When: October 15, 2008
7:30 - 8:00 Registration and breakfast
8:00 -9:30 ESOP Workshop
9:30 - 9:45 Break
9:45 - 11:30 Workshop and Q&A

Where: Gillett Auditorium (Ground Floor), Fifth Third Bank Building, 111 Lyon Street

Tickets: $100 members - $150 non members (includes continental breakfast)

To Register: Click here to email your reservation or call 616-732-7149

RSVP Deadline: October 10, 2008

Led by veteran ESOP attorney, Vernon Saper (partner, Warner Norcross & Judd), a panel of experienced professionals including Leslie Lauer (ESOP Advisory Group at UBS), Christine Baker (Rehmann Consulting) and David Bosch (Watkins, Ross & Co.) will explore:

          • The rules for shareholder stock sale to an ESOP
          • How shareholders can avoid sales tax and retain control
          • How the employees can acquire a part or all of the company with no out-of-pocket
           expense
          • How the corporation can finance the entire transaction with totally tax deductible
           loan payments

ESOP Half Day Workshop - October 15, 2008

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