Employee Stock Ownership Plan
Mar 21, 2023 - 11:30 AM (ET) - Fawcett Center For Tomorrow, Novice G 2400 Olentangy River Road Columbus, OH 43210
Hosted by Central Ohio, Columbus, OH
About this Event
ESOPs have become a popular succession planning option. The panel has years of experience implementing and working on ESOPs and will provide their expertise at a high level to outline understanding, forming, and sustaining an ESOP.
Featured Speakers
Greg Daugherty
Greg focuses his practice on executive compensation and employee benefits matters for publicly traded and privately held companies and nonprofit organizations. He has extensive experience assisting business owners with their succession planning needs through the implementation of employee stock ownership plans (ESOPs).
Peter Shuler
Peter is VP/Senior Consultant with Blue Ridge ESOP Advisors. He has over 25 years of experience assisting his clients by administering and consulting on ESOPs and other qualified retirement plans. His current responsibilities include consulting with companies considering ESOP-related transactions; consulting on the termination and merger of ESOPs; forecasting the impact of new legislation on the compliance and operation of ESOPs; and coordinating and reviewing repurchase liability studies.
Brent Thomas
Brent is a Senior Vice President and Commercial Banking Manager with Fifth Third Bank in Central Ohio. He has deep experience on both the sales and credit sides of the commercial bank in areas that include client satisfaction, leadership, business development, ESOP/transition options, budgeting, talent development and strategic planning.
Brent Kirkpatrick
Brent is an audit partner with Crowe LLP leading the Ohio assurance practice for the real estate and construction industries. His clients range in size from $60 million to over $1 billion in annual revenues and include general contractors, specialty contractors and heavy highway, some of which are ESOP owned companies.
Bradley Bryant
I am a leader in our Ohio Construction assurance practice with over 15 years of experience working with construction and other privately held companies. My clients appreciate that I truly value client service and responsiveness. I work hard to bring them industry-specific ideas and valuable business introductions.