Is an ESOP Right For Your Company?
ESOP Roundtable & Happy Hour
Tuesday, December 8th, 2026
3:30 - 4:30 PM - Program
4:30 - 5:30 PM - Happy Hour & Networking
Maketewah Country Club
5401 Reading Rd, Cincinnati, OH 45237
Exploring the Tax Advantages, Cultural Benefits, and Long-Term Opportunities of Employee Ownership
Join us for an engaging discussion and hear from a panel of ESOP CEOs as we explore the potential tax advantages, impact on company culture, and financial considerations of employee ownership, followed by a happy hour and networking. We’ll separate common myths from reality, examine why more business owners are considering ESOPs, and discuss the key factors that can make this strategy an attractive option for owners, employees, and the future of the business.
Key takeaways include:
- The ESOP Advantage: Understand the potential tax benefits and financial opportunities for business owners and their companies.
- Beyond the Bottom Line: Explore how employee ownership can influence company culture, engagement, and long-term retention.
- Myths vs. Reality: Separate common misconceptions from the facts about ESOP structure, costs, and complexity.
- Exploring Your Options: Learn how ESOPs compare to traditional third-party sales and other business succession strategies.
- Is Your Business a Good Fit? Identify the characteristics that make an ESOP worth considering and the questions owners should ask before taking the next step.
Whether you’re actively exploring an ownership transition or simply planning ahead, this session will provide valuable insights to help you make informed decisions about the future of your business.
This event is presented free of charge by Barnes Dennig, Lazear Capital Partners, and Northside Bank & Trust.
