In the Architecture, Engineering and Construction (AEC) Industry, planning an exit strategy is often overlooked. While there are many options to choose from, an ESOP (Employee Owned Stock Ownership Plan) may be a beneficial option for both owners and employees. Take a deep dive into the ins and outs of an ESOP from the implementation process to the important tax considerations.
The ESOP Experience
Justin O’Horo joins in discussion with Robert Friedman, CFO of Bamco, Inc, an ESOP owned company. Robert discusses the key factors that went into considering and implementing an ESOP.
Tax Considerations
Peter Hilera, Partner, Tax Team Leader and Construction Services Team Member at Withum discusses significant considerations regarding the tax benefits of an ESOP.
Implementation Process of an ESOP
Sean-Tamba Matthew, Shareholder at Stevens & Lee/SES ESOP Strategies shares an overview of the ESOP implementation process.
Check Out the Full Webinar
Over the past decade, ESOPs have surged in popularity in the
Architecture, Engineering and
Construction industry for a variety of reasons, including succession planning and driving corporate culture. The structure is not, however, one size fits all. Please join Withum and
SES ESOP Strategies, along with special guest
Bamco, Inc., as we discuss the costs, benefits and other factors you need to know in evaluating if your business should consider converting to an ESOP.
View Example
Architecture, Engineering and
Construction industry for a variety of reasons, including succession planning and driving corporate culture. The structure is not, however, one size fits all. Please join Withum and
SES ESOP Strategies, along with special guest
Bamco, Inc., as we discuss the costs, benefits and other factors you need to know in evaluating if your business should consider converting to an ESOP.
View Example
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Panel Topics Covered:
- The ESOP landscape
- Costs and benefits
- The implementation process – timeline and challenges
- Audience Q&A
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YouTube Channel to view more on-demand webinars like this one.
YouTube Channel to view more on-demand webinars like this one.
Panelists
- Moderator: Justin O’Horo, Partner, Team Leader – Architecture & Engineering Services Team, Withum
- Louis Sandor, Partner, Practice Leader, Construction Services Team, Withum
- Peter Hilera, Partner, Tax Team Leader, Construction Services Team, Withum
- Sean-Tamba Matthew, Shareholder – Stevens & Lee/SES ESOP Strategies
- Steven Greenapple, Shareholder – Stevens & Lee/SES ESOP Strategies
- Robert Friedman, CFO, Bamco Inc.
