Webinar: Employee Stock Ownership Plans (ESOPs)
Chartwell Webinar Series: Session #2 of 3
Employee Stock Ownership Plans (“ESOPs”) are a common and powerful tool available to engineering firms planning an ownership transition. They can also be difficult to understand. This presentation will leave attendees with a clear understanding of what an ESOP is, how a transaction works including the financial implications for sellers, the tax advantages to the company and sellers, and how an ESOP can be paired with an internal ownership transition (partial ESOP). We will also address frequently raised concerns around governance (e.g. will the employees and/or trustee now run the firm?) and leadership compensation (e.g. without stock to offer, how will the firm attract top talent?). We will close with an overview of what makes a firm a good candidate for an ESOP.
Webinars in this series:
Session #1: Internal Ownership Transitions
Recording will be emailed Feb. 4, 2027.
January 28 at 11 am
Session #2: Employee Stock Ownership Plans (ESOPs)
Register here
February 4 at 11 am
Session #3: When Selling the Firm Might Be Your Best Option
Register here
About the Presenter:
Colin Desmond, Vice President at Chartwell. Colin is a leader in Chartwell’s architecture and engineering industry vertical, where he advises private companies on internal ownership transitions, ESOPs, and M&A. Prior to Chartwell, Colin was a senior consultant at Morrissey Goodale. He also has experience in software engineering and data science.
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