Your Partner for Bookkeeping Services and Operational Support
Contact Us: 888-631-8922 

Learn More

What are you interested in learning more about?

×

Is an ESOP Right For You?

Utilizing an ESOP as an ownership transition vehicle.

Owners of privately-held businesses often struggle with understanding ways to transition all or part of their business. Learn whether an ESOP may be an attractive option to consider. Join us for an educational panel discussion around some of the basics of an ESOP; cost, structure, accounting, financial and legal. Also, get an inside perspective from a recently formed ESOP owned company.

Tabitha M. Croscut Esq.

Poirier, CPA

Michael J. 
Co-Managing Shareholder Partner
Steiker, Fischer, Edwards & Greenapple, P.C. Feeley & Driscoll, P.C.

Michael J. McGinley 

Brett

William
Vice President President
Prairie Capital Advisors, Inc. Barclay Water Management

Moderator

Joseph D. Verri CRPS®

Vice President, Financial Advisor

Morgan Stanley Wealth Management

 

When

Wednesday October 1, 2014

7:30 – 8:00 a.m.

Welcome Breakfast and Registration

8:00 – 10:00 a.m.

Panel Discussion:

  • Preparing for an ownership transition?
  • How do ESOP transactions work?
  • Why consider an ESOP a transition strategy?

Where

Bay Colony Office Park

950 Winter Street (Bottom Floor)

Waltham, MA 02451

To register, please contact:

Joseph D. Verri CRPS®

Morgan Stanley

950 winter Street

Waltham, MA 02451

781 672-5140

joseph.verri@ms.com

Upcoming Events

Bootcamp NYC - Midtown
September 27, 2019

Bootcamp Northwest Maryland
October 24, 2019

Bootcamp Bergen County, NJ
October 31, 2019

Bootcamp Boston
November 1, 2019

Bootcamp Chesapeake Region, MD
November 14, 2019

Bootcamp Northeast Florida
November 14, 2019

Bootcamp St. Louis
November 21, 2019

Bootcamp Southern Maine
December 4, 2019

Bootcamp Merrimack Valley, MA
December 10, 2019

Bootcamp MetroWest
December 12, 2019

 

Recent Blog Posts