Is an ESOP Right for You? 
Utilizing an ESOP as your ownership transition vehicle. 
Often times owners of privately-held-businesses 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, minority ESOP owned company.

7:30 am - 8:00 am

Welcome Breakfast and Registration  

8:00 am - 10:00 am

Panel Discussion 

Preparing for an ownership transition?

How do ESOP transactions work?

Why consider an ESOP a transition strategy?

Tabitha Croscut, Esq

Steiker, Fischer, Edwards & Greenapple, P.C.

Paula Finestone

SHIFT Communications, Inc.

Michael J. McGinley, ASA, AVA 

Prairie Capital Advisors, Inc.

Michael J. Poirier, CPA

Feeley & Driscoll, P.C.

Joseph D. Verri, CRPS

The Bay Colony Group at Morgan Stanley