The ESOP Alternative - A Viable and Sustainable Business Transition Alternative

A talk by Patrick Stoltz
Group Senior Vice President, Wintrust ESOP Finance

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About this talk

This program session will explore Employee Stock Ownership Plans (ESOPs) as a viable and sustainable business transition alternative. The discussion will incorporate the overall landscape surrounding ESOP owned companies, as well as the advantages and disadvantages of ESOPs. Sub-topics will include planning for the transition, inherent tax benefits, and corporate culture/maintaining legacy associated with this alternative.

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