ESOPs 101: Employee Stock Ownership Plans

This presentation will cover the basics of ESOPs. Nick Francia, partner of The Capital ESOP Group – UBS Wealth Management and a nationally-recognized speaker on the topic of ESOPs, will start with an overview of the different internal and external options that a business owner has to sell or transition their privately-held business. From there, he will delve further into the basics of ESOPs, starting with what an ESOP is at its core and ending with the impact an ESOP can have on a company, its owner, and its employees at the same time. Tom Albero, Alliance Material Handling and MHEDA are not affiliated with UBS Financial Services Inc.