Is an ESOP the Right Ownership Transition Strategy for Your AEC Firm?
Discover how turning your team into owners can transform your firm’s future.
Join Brad Wilson and Becky Carlson for an insightful session exploring how an Employee Stock Ownership Plan (ESOP) can serve as a powerful tool for ownership transition in architecture, engineering, and construction firms. Learn how ESOPs help owners realize equity value while maintaining firm independence, rewarding employees, and leveraging significant tax advantages.
This session will demystify how ESOPs work, what makes them viable for AEC firms, and how they compare to other succession strategies. Walk away with clarity on the benefits, challenges, and practical steps involved in implementing an ESOP as part of a long-term business continuity plan.
During this webinar, attendees will:
- Grasp ESOP mechanics: share allocation, vesting, repurchase obligations, and trustee/fiduciary roles.
- Evaluate if an ESOP fits your AEC firm’s valuation, cash flow, size, culture, and ownership goals.
- Compare ESOPs with other ownership transition options to evaluate trade offs, tax implications, and complexity.
Ready to make a strategic move? Don’t wait—register now to secure your spot and start shaping the future of your firm through ownership transformation.
