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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 


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


Joseph D. Verri CRPS®

Vice President, Financial Advisor

Morgan Stanley Wealth Management



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?


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

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