ESOP Plus on Exit Plan TV

Rob Brown outlines our services to Exit Plan TV.

ESOP Plus in San Diego!

Is an ESOP Right For You?

ESOP Plus is excited to tell you about a seminar that we think you may be interested in:  Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans sponsored by the National Center for Employee Ownership.  The meeting will be held on September 16-17, 2015 in San Diego, CA.  This in-depth seminar will give you a chance find out how to enhance your company’s legacy and benefits plan with an ESOP, the most tax-efficient method of exit planning. This one-and-a-half day seminar provides a comprehensive, practical guide to help you determine if an ESOP will work for your company, and if it does, how to set up a plan that will work well.  Please click the link to review seminar details.

Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans

ESOP Plus will be presenting  at the seminar and we think you will find it helpful. The NCEO offers a special two-for-one offer for NCEO company members for this meeting.  In addition, we are pleased to be able to offer you this presenters special: register before the end of the day on August 14th to receive $25 off the early bird price of $195 for this meeting or take advantage of the two-for-one offer for NCEO company members: Register one person at $195 and bring a co-worker for no additional charge. Additional attendees are $170 each.

Mention Peter Jones’s name and the NCEO will supply you with a complimentary 6-month membership that provides free access to all the summer and fall ESOP Webinars, as well as the member-rate for the annual conference and publications.

To register go to the NCEO Website at and enter the discount code: Indepth.   Or, you may contact Colleen Kearney, Seminar/Webinar Director at the NCEO at *protected email* or 510-208-1311.

If interested, this seminar is approved for CPE credit (for accountants) and HRCI credit (for Human Resource Personnel) and limited hours for IRS (for Enrolled Retirement Plan Agents).  Please see NCEO web site for additional details.

NCEO in Denver… Here We Come!

In just one week, the partners at ESOP Plus will be boarding various planes heading to Denver from our respective corners of the East and Midwest. We are looking forward to an excellent conference with the National Center for Employee Ownership. Our partner, Peter Jones, will be presenting on fiduciary issues surrounding administrative committees, and as for the rest of us, we will be answering your questions on the trade show floor. Be sure to stop by our booth, booth #41.

Please also take the opportunity and read our article, “Sustainable ESOPs by Design,” in the complimentary publication provided every participant at the NCEO conference. We identify four key items that an ESOP company or future ESOP company should consider while seeking to ensure that the ESOP is sustainable for the benefit of both current and future employees.

If you are not able to meet with us in Denver, do not fret. After the conference, we will be posting the article in serial form on this blog. Well, time is short, and we have to get ready for the big week in Denver. Take care and we will update you very soon with regard to all things ESOP.