Join us for an interactive three-panel session to learn about how an Employee Stock Ownership Plan (“ESOP”) can be a valuable liquidity and succession planning tool for private business owners.
The panelists will cover:
- The basics of an ESOP transaction and how an ESOP can be used to provide liquidity to private company shareholders
- Wealth structuring, financial management and tax planning strategies in connection with ESOP transactions
- Unique experiences direct from a business owner who has implemented an ESOP
Full Agenda:
7:30 am – 8:00 am Networking
8:00 am – 8:05 am Opening Comments
Peter J. Russo, Jr., First Vice President, Morgan Stanley Wealth Management
8:05 am – 8:40 am An Overview of ESOPs
Panelists: Gregory Hogan, ASA, Principal SC&H Capital; Jim Steiker, Partner, Steiker, Fischer, Edwards & Greenapple, P.C.; William O’Brien, Senior Vice President & Corporate Client Group Director, Morgan Stanley Wealth Management
Moderator: Peter J. Russo, Jr., First Vice President, Morgan Stanley Wealth Management
8:40 am – 9:20 am Wealth Management & Tax Strategies in Connection With an ESOP Transaction
Panelists: Peter J. Russo, Jr., First Vice President, Morgan Stanley Wealth Management; William O’Brien, Senior Vice President & Corporate Client Group Director, Morgan Stanley Wealth Management
Moderator: Gregory Hogan, ASA, Principal, SC&H Capital
9:20 am – 10:00 am CEO Panel
Panelists: J. Thomas Curtis, CEO, Precise Systems, Inc.; Jim Steiker, Partner, Steiker, Fischer, Edwards & Greenapple, P.C.; Gregory Hogan, ASA, Principal, SC&H Capital
Moderator: Peter J. Russo, Jr., First Vice President, Morgan Stanley Wealth Management
Sponsored by:
