Meeting Archive:
Selling the Business to Your Employees Using an Employee Stock Ownership Plan (ESOP)


Meeting Description:
An Employee Stock Ownership Plan (ESOP) can be an appealing option for a small business owner as they look to exit their business, gain some personal liquidity, finance growth in their business, unleash their employees' entrepreneurial drive, or all of the above. This overview session will cover the uses, techniques, and dos and don'ts of selling some or all of the business to the employees. This session is targeted to business owners and their advisors interested in exploring the ESOP option.
Details
Date: Wed, Apr 12, 2017
Time: 10:00 AM EDT
Duration: 1 hour
Host(s): Chris Cooper
 Presenter Information
Dale Vlasek, McDonald Hopkins
Speaker Photo

Dale is chair of the Employee Benefits Practice Group at McDonald Hopkins, a full service law firm based in Cleveland and with 6 offices around the country. He focuses his practice on all employee benefit matters including pension, profit sharing and 401(k) planning design, operation and compliance matters, ESOPs, welfare benefit plans (e.g., group health, life, dependent care programs) design, operation and compliance matters, ERISA litigation, and multi-employer pension plans. He serves as benefits counsel to a number of middle-market and larger companies. Dale is licensed to practice in Ohio, Iowa and Wisconsin.

Dale earned his J.D., with high distinction, from the University of Iowa College of Law in 1982, and a Ph.D. from the University of Iowa in 1978. He received an M.A. and B.A. from Cleveland State University in 1972 and 1970, respectively.