Building an Effective Succession Plan and Exit Strategy for Construction Industry Owners and Executives
Is your privately-owned construction business ready to consider or re-consider an ESOP (Employee Stock Ownership Plan) as a financial alternative to selling it? The many economic and lifestyle benefits associated with an ESOP are discussed in this webinar sponsored by Columbia University and PKF O’Connor Davies, LLP. Five experts on ESOPs – a university professor, two accountants, a banker and an actuary ‒ talk about the benefits, as well as the challenges, of setting up an ESOP.
Our white paper, Building an Effective Succession Plan and Exit Strategy for Construction Industry Owners and Executives, supports and expands the information contained in the webinar, including:
- Sale Scenarios
- Tax Benefits of an ESOP
- Multiemployer Union Pension Challenge
- Estate Planning – Creating Liquidity and Diversifying
- Characteristics of a Good Company for an ESOP
- Building Retirement
There are approximately 6,000 ESOPS in the United States. Should you have an interest in your business joining this group, the white paper also includes contact information on the presenters.
Contact Us
John Vitucci
Principal, Employee Benefit Services
908.967.6834 | jvitucci@pkfod.com
Michael Andriola, CPA, CFE, CCIFP, PSA
Partner
908.967.6815 | mandriola@pkfod.com