january 2019

thu24jan12:00 PMthu2:00 PMLunch & Learn: Exploring ESOPs for Business Succession12:00 PM - 2:00 PM

Event Details

Employee Stock Ownership Plans (ESOPs) are often an overlooked strategy for business owners looking to exit a privately-held business when evaluating options such as a sale to a competitor or private equity company.  ESOPs allow a business owner to maintain continuity in the employee base and culture they’ve worked so hard to establish, all while gaining some liquidity for their ownership.  Please join our national panelists to learn more about Employee Stock Ownership Plans and how they can be used to transition the ownership of a privately-held business.

Panelists include:

Jamie M. Walrack, First Vice President, First American Bank

Will Stewart, CFA, Partner, PCE Investment Bankers

Thank you to our sponsor First American Bank and our community partner the Coral Gables Chamber of Commerce


(Thursday) 12:00 PM - 2:00 PM


Morton's The Steak House

1200 Brickell Ave, Miami, FL 33131


Register for this Event