ESOP’s or Employee Stock Ownership Plans
Feb 13, 2024 - 7:30 AM (ET) - The Buffalo Club 388 Delaware Ave. Buffalo, NY 14202
Hosted by Niagara Frontier, Buffalo, NY
About this Event
Why You Should Attend!
Unlocking employee potential and building sustainable ownership: that's the promise of Employee Stock Ownership Plans (ESOPs). In this session, we'll demystify these powerful tools, exploring how they grant employees a stake in company success, foster a sense of shared ownership, and align employee interests with long-term business goals. Get ready to dive into the mechanics of ESOP design, analyze their financial and cultural impact, and discover how these innovative plans can fuel your organization's growth and competitive edge.
Three CPE Learning Objectives:
- Grasp the core principles of ESOPs: Understand the different types of ESOPs, how they allocate company ownership to employees, and the key financial mechanisms that drive their value creation.
- Analyze the benefits and challenges of ESOP implementation: Explore the potential for increased employee engagement, improved operational efficiency, and enhanced access to capital, while also considering the complexities of valuation, governance, and potential tax implications.
- Evaluate ESOP suitability for your business: Gain insights into the key factors to consider when determining if an ESOP aligns with your organizational goals, financial structure, and long-term vision.
The Information is Basic and there are no prerequisites for attending!
Brian Dobis, Managing Director, Lazear Capital, Pittsburgh
Brian is a Managing Director at Lazear Capital and oversees the Pittsburgh office of the firm. Brian has 20 years of commercial banking and capital markets expertise. His experience includes serving as director of all commercial banking for a $9B+ community bank, which covered five metropolitan markets in the Midwest. Throughout his career, executing complex mergers and acquisitions and creating successful ownership outcomes have become the backbone of his professional reputation.
His banking background has allowed Brian the opportunity to work hand in hand with hundreds of middle-market businesses across a wide array of industries. This broad experience set affords him a unique perspective on marketplace dynamics and positions him perfectly to serve as a trusted advisor during ownership transition events.
Brian received his B.A., magna cum laude, from Marietta College. He completed his MBA, with honors, from the University of Pittsburgh.
He is a native of Pittsburgh and currently resides in Canonsburg, PA with his wife and two children.