CEO Council Insight Session

May 3, 2022,  11:30 AM - 1:00 PM

Palma Ceia Golf & Country Club 

Host:  Kevin Shukur, First American Bank

RSVP Here By April 26

Exploring ESOPs as an Ownership Transition Option for Businesses

Insight Session Description

Employee Stock Ownership Plans (ESOPs) are an often overlooked strategy for transitioning the ownership of a privately-held business.  This tax-advantaged structure has been around since the 1970’s, but is becoming a more popular strategy for privately-held business owners to gain some liquidity while also providing a substantial benefit to their employees for the long term.  Join our experts for a presentation and discussion on the benefits and potential pitfalls of implementing and  maintaining an ESOP.  

 **YOU ARE WELCOME TO BRING 1 GUEST FROM YOUR ORGANIZATION IF THIS TOPIC WILL BE BENEFICIAL TO THEM. 

Location:  Palma Ceia Golf & Country Club |1601 S MacDill Ave | Tampa, FL 33629

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RSVP Here By April 26

Meeting Details

Date: Tuesday, May 3, 2022

Time: 11:30 AM - 1:00 PM

Location:  Palma Ceia Golf & Country Club |1601 S MacDill Ave | Tampa, FL 33629