Join us for a discussion on why Employee Stock Ownership Plans (ESOPs) continue to be a compelling exit strategy for construction business owners. This session will explore the growing popularity of ESOPs in the construction sector – one of the largest ESOP-adopting industries – and outline the unique benefits and key considerations for owners, companies, and employees. Our panel of experts will provide fresh insights on the economic, cultural, and tax implications of selling to an ESOP in today’s market.
Key Topics
- ESOPs from the perspectives of selling shareholders, the company, and employees
- Latest tax benefits and economic advantages in 2025, including capital gains deferral and potential elimination
- Why construction companies are uniquely suited for ESOPs – company culture, workforce stability, and succession
- Pros and cons of ESOPs versus other exit strategies
Moderator
Joseph Natarelli, National Construction Leader, CBIZ
Presenters
Patrice Radogna, Managing Director, CBIZ
Chad Bell, Senior Manager, CBIZ
Marty McCarthy, Managing Director, CBIZ
Roger Gingerich, Managing Director, CBIZ