ESOPs. The Solution to Your Succession Issues

April 18, 2023 | 10:00 am - 11:00 am CST

Complimentary (bank members) | $120 per person (nonmembers)

Join FORVIS for an overview of employee stock ownership plans (ESOP) and how to use one as a succession-planning vehicle. This complimentary webinar will examine the benefits an ESOP can provide to the seller, company and employees. We also will discuss the pros, cons and risks to consider when evaluating a potential ESOP transaction.

This session will cover: 

  • Describe ESOPs as a succession-planning vehicle and retirement plan
  • Explain the benefits of selling to an ESOP
  • Assess when an ESOP may be a good fit

Who Should Attend?
CFO, CEO, Owners of Financial Institutions

Presented in partnership with   

Angela Fisher's area of focus is employee stock ownership plans (ESOPs) in privately held companies. She assists with the structuring and facilitation process of creating new ESOPs. Angela’s experience with ESOPs also includes providing financing assistance, tax planning, record-keeping, repurchase planning, employee communication, financial accounting assistance and structuring of executive incentive plans. 

She is a member of the American Institute of CPAs, The ESOP Association, and National Center for Employee Ownership. She currently serves on the Administration Committee of The ESOP Association and Advisory Board for the Missouri Center of Employee Ownership.

Angela is a 2010 summa cum laude graduate of Missouri State University, Springfield, with a B.S. degree in accounting, and a 2011 graduate with an M.Acc. degree.

Questions? Contact Patti Coles at [email protected] or (651) 789-3987


4/18/2023 10:00 AM - 11:00 AM
Central Daylight Time

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