ESOP’s (Panel Discussion)

WEST MICHIGAN VIRTUAL CHAPTER EVENT

ESOP's (Panel Discussion)


ESOPs continue to grow in popularity and many business owners are unaware of the potential of an ESOP for succession planning. ESOPs have many benefits regarding company culture as well as tax benefits. Owners can learn the basics of what an ESOP is, what the ESOP transaction process entails, and what to expect after the Company is an ESOP.

 

Learning Objectives:

  1. Learn the benefits of an ESOP.
  2. Understand the ESOP transaction process.
  3. Understand the role a valuation firm plays in an existing ESOP

 

About the Presenters:

Learn from industry experts Brandon Finnie, Managing Director, Vision ESOP Valuation, and Roy Messing, Director of State Center Operations, Employee Ownership Expansion Network (EOX).

Meet the Presenters

 

Thank you to our Sponsors!

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI West Michigan 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 www.EPIGrandRapids.org

About the Presenters


Brandon Finnie

Brandon Finnie

Managing Director,
Vision ESOP Valuation

VIEW BIO

Roy Messing

Roy Messing

Director of State Center Operations, Employee
Ownership Expansion Network (EOX)

VIEW BIO