The Coming ESOP Wave: How Private Boards Can Navigate New Regulations, Retiring Founders, and Employee Ownership Transitions

With a rapidly improving regulatory environment and a generation of business owners approaching retirement, ESOPs have emerged as a powerful solution for business continuity. Our panel of three specialists will break down exactly how ESOPs function as a seamless succession plan, separating myth from reality. Join us to learn how your board can effectively evaluate, structure, and govern this high-impact transition vehicle.

Additional Speakers:

Howard Kaplan, CEO/Founder, Kaplan Fiduciary Group
Dr. Diane Lewis, Director, The Lewis Chemical Company
Steve Ryan, SVP/Business Development Officer, GreatBanc Trust Company

For more information, view the event details.