Knowledge Networks

Knowledge sharing forums for like-minded professionals

CFO Knowledge Network: Discover the Power of ESOPS

Jeff Rossi, Audit Partner, New England Practice – Leader Consumer & Industrial Products and New England Transaction Advisory Services, Marcum LLP
Patrice Radogna, Partner & National ESOP Co-Leader, Marcum LLP
Michael Rocheleau, Executive Vice President & CFO, PTA Plastics
Virginia McGarrity, Partner, Robinson + Cole LLP
Matthew Lee, Director, Wealth Strategies, Wilmington Trust Emerald Family Office & Advisory

At our next session, Discovering the Power of ESOPs, we will explore the transformative

potential of ESOPs as an exit option and how they can foster a culture of ownership and

collaboration within privately-held companies.

Our expert panel will delve into the strategic benefits of ESOPs, including enhanced employee

engagement, improved company performance and significant financial incentives for the

company’s ownership and workforce. Special consideration will be given to the CFO’s role in

ensuring the success of these plans, emphasizing how their financial acumen and strategic

oversight are crucial in navigating the complexities and maximizing the benefits of ESOPs. The

panel will also address the challenges of implementing and managing these plans, while

providing insights on best practices and strategies for success. Items to be addressed include:

• An overview of ESOPs and their effectiveness in succession planning.

• The mechanics of an ESOP and how they function.

• The unparalleled tax efficiencies of an ESOP.

• The benefits of an ESOP as an exit option compared to a sale to a strategic buyer or

private equity firm.

• Financing an ESOP as a leveraged transaction.

• Real-world ESOP transaction success stories.

• The benefits of ESOPs for employees.

• The timeline of an ESOP transaction and the key professionals involved.

Regardless of your prior level of ESOP proficiency, this session will equip CFOs with valuable

insight to effectively evaluate whether an ESOP could be an option for their companies. Those

interested in attending should RSVP to Bill Bardani: bill.bardani@visionsearchpartners.com.