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  • ESOPs - An Exit for Legacy Preservation

ESOPs - An Exit for Legacy Preservation

  • 11/17/2021
  • 7:30 AM - 9:30 AM
  • Watermark Country Club, 1600 Galbraith Ave, SE, Grand Rapids, MI

Registration

  • Selection of this registration type means that you will only be able to attend this program in-person. If you wish to attend this event virtually, please go back to the main event details page and select that option.
  • Selection of this registration type means that you will only be able to attend this program in-person. If you wish to attend this event virtually, please go back to the main event details page and select that option.
  • Registrant must be an active member of a different ACG Chapter to receive this rate. Please contact ACG Western Michigan at admin@acgwmich.org for registration code or help registering. Selection of this registration type means that you will only be able to attend this program in-person. If you wish to attend this event virtually, please go back to the main event details page and select that option.
  • Registration for Platinum and Gold Sponsors' event tickets. A code is needed for this registration. Please contact ACG Western Michigan at admin@acgwmich.org for a registration code or for help with registration. Selection of this registration type means that you will only be able to attend this program in-person. If you wish to attend this event virtually, please go back to the main event details page and select that option.


ESOPs - An Exit for Legacy Preservation

• What is an ESOP?
• When is it a fit?
• How's it done?

Join ACG Western Michigan in welcoming Nick Adamy of Adamy Valuation along with Jim Junker of Pilot Hill Advisors. Together they will share their perspectives and expertise on advising business owners through the ESOP process. 

Employee Stock Ownership Plans, better know as ESOPs, give business owners a tax-advantage to share broad ownership with employees. With the right professionals, an ESOP can be implemented and maintained to create value for a large group of stakeholders.

Many owners are attracted to an ESOP as a way of preserving their legacy and ensuring that ownership and jobs remain in the local community.  For employees, financial ownership in the company can incentivize a higher level of  performance and a more personal investment in the company's success. 

This program will explore the various aspects of ESOPs and help us understand the differences between what's in it for owners vs. employees.  

Our speakers:

Nick Adamy, Managing Director & President, Adamy Valuation 

Jim Junker, Managing Director, Pilot Hill Advisors

Agenda Timeline

  • 7:30 - 8:30 AM: Networking (in-person program only)
  • 8:30 - 9:30 AM: Speaker & program

PLEASE NOTE BEFORE REGISTERING:

At this time we are able to accommodate both in-person and virtual options to attend this event. The virtual option will will be live-streamed. No recording will be available.

Logistics for this event are challenging. We kindly ask that when you choose how to attend, you do not make additional changes after your registration is complete.


PLEASE SELECT THE TYPE OF REGISTRATION HERE:

IN-PERSON REGISTRATION

VIRTUAL REGISTRATION


Members & Non-Members are welcome!


Click HERE to let us know if you plan on coming