ESOPs as Strategy: Ownership, Taxes & the Alternative to Private Equity
Thinking about an exit strategy that benefits both the owner and employees?
Join us for a high-impact breakfast event where industry experts break down how Employee Stock Ownership Plans (ESOPs) can offer tax-deferred exits, empower employees, and keep businesses locally rooted.
This session is perfect for business owners, advisors, and financial professionals looking to understand how ESOPs compare to private equity sales โ and why they may be the better option for long-term success.
RSVP at the Bottom of this Page!
Why Attend
- Learn how ESOPs can provide tax-advantaged exits for private business owners
- Compare ESOPs with traditional private equity strategies
- Understand the legal, financial, and tax mechanics of ESOP implementation
- Network with business leaders, advisors, and financial professionals over breakfast
Agenda
7:30โ8:00 AM โ Power Networking & Breakfast
8:00โ9:00 AM โ Panel Discussion: ESOPs in Practice
9:00โ10:00 AM โ Audience Q&A, Closing Comments & Final Connections
Panelists
Ron Eagar โ President, Grassi
A seasoned CPA and former COO with direct experience implementing ESOPs as part of strategic business succession.
Tabitha Croscut โ ESOP Attorney & Shareholder, Devine Millmet
A nationally recognized legal expert on ESOP structuring, compliance, and transactions across companies of all sizes.
Nick Francia, CEPAยฎ โ Managing Director, UBS Capital ESOP Group
Advises clients on ยง1042 tax-deferred sales and helps compare the financial implications of ESOPs vs. traditional exits.
Moderator: Robert E. Grote, CPA โ Partner, Grassi
As Manufacturing & Distribution Practice Leader, Robert brings deep insight into privately held companies, advising on ownership transitions and tax strategy.
Reserve Your Spot Today
Seats are limited for this informative and high-value event.
IMA Members: RSVP via the button at the bottom of the page.
Non-IMA Members: RSVP for free via the registration form.
