Today’s ESOPs – When Does it Fit Your Client and Other Updates


Today’s ESOPs – When Does it Fit Your Client and Other Updates

Owners seeking exit options often ask whether an Employee Stock Ownership Plan (ESOP) could work for them.  ESOPs appeal to owners as a way to acknowledge the contributions of employees in the success of the business, potentially mitigate the disruption that bringing new owners in can create, and capitalize on the tax advantages inherent in the sale of the business to an ESOP.

Creating and maintaining an ESOP works well for the right company while risks sustainability for others.  Further, there are tax and Department of Labor nuances that need to be understood, adopted and adhered to for long-term success.  Join us to learn how you can help your clients understand whether this could be a viable exit option for them, as well as current changes to the regulatory environment, to consider.


Learning Objectives:

  • Understand what factors set the stage for ESOP to be a viable option, and why
  • Discover the common challenges that emerge under an ESOP
  • Learn implications of full versus partial ESOPs and which to choose in a given situation
  • Gain new insights into updates to current laws and regulations


About the Presenters:

Our distinguished panel includes Rebecca E. Greene and Scott Miller.

About the Presenters


Thank you to our chapter sponsors:

The EPI Wisconsin Chapter is sponsored by Honkamp Krueger & Co, P.C., Investors Advisory Group, Johnson Financial Group, and Reinhart Boerner Van Deuren s.c. Attorneys at Law.


This meeting offers location options in both Madison and Milwaukee.

Madison Location: Honkamp Krueger & Co., P.C. | 251 Progress Way, Suite One Waunakee, WI 53597

Milwaukee Location: Reinhart Boerner Van Deuren s.c. | N16 W23250 Stone Ridge Drive, Suite One, Waukesha, WI 5318



The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Rebecca E. Greene, J.D.

Rebecca E. Greene, J.D.

Shareholder at Reinhart Boerner Van Deuren s.c.

View Bio

Scott Miller, CPA/ABV, CVA, CEPA

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP credit


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at