Ethan Stambler Presents on the Webinar “Employee Stock Ownership Plans (ESOPs): Is an ESOP the Right Exit Strategy for Your Business?”

Ethan Stambler, Senior Vice President of SES ESOP Strategies, will present on the free webinar “Employee Stock Ownership Plans (ESOPs): Is an ESOP the Right Exit Strategy for Your Business?” hosted by DMJPS on Nov. 5, 2026, at 2 p.m. ET.

Alongside presenter Mike Gillis, CPA, PFS, CGMA with DMJPS, Ethan will explore how employee stock ownership plans (ESOPs) work, the benefits and challenges they present and what business owners should consider when evaluating this ownership transition strategy. Discussion will cover the ESOP formation process, financing options, governance considerations, tax implications and the characteristics that make a company a strong ESOP candidate. This course satisfies 1.0 CPE credit for all licensed North Carolina CPAs.

Business owners will gain a range of insights:

• Understanding ESOPs: what they are and why companies choose them
• Using an ESOP to facilitate succession planning and preserve your legacy
• Is an ESOP the right fit? Evaluating ideal candidates and potential limitations
• How ESOPs enhance employee retention, engagement and workplace culture
• Navigating the ESOP transaction: process, timeline and key participantsExploring the tax advantages of ESOP ownership
• Governance considerations and managing the business after an ESOP transaction
• What employee ownership means for your workforce
• Separating myth from reality: common ESOP misconceptions and practical considerations

For more information or to register, click here.