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Exploring Employee Ownership for Business Growth and Succession (D0-E2508244)

1:10:40 Minutes
On demand - Video

On Demand - Video

This event is part of MembershipLearn more

OVERVIEW

If you missed the NJCPA’s Exploring Employee Ownership for Business Growth and Succession, you can watch a replay. The content is accurate as of the original date presented, 8/11/25]. There is no CPE for this on-demand replay.

DESIGNED FOR

  • CPAs who advise business owners in exit planning strategies and have clients that are looking for unique succession planning options
  • Business owners or executives interested in transitioning to an employee stock ownership plan (ESOP)

BENEFITS

  • Understand the benefits that exist for current owners and workers under employee ownership structures.
  • Learn how New Jersey’s ESOP program alleviates some of the financial risk for companies that are seeking to transition to an ESOP.

HIGHLIGHTS

Speakers from the New Jersey Economic Development Authority (NJEDA) and Rutgers School of Management and Labor Relations will discuss the benefits of transitioning to an employee ownership structure and share information about a new assistance program for eligible New Jersey businesses interested in exploring ESOP options. Topics will include the following:
  • Information on the various forms of employee ownership
  • Employee ownership tax and liquidity benefits for transitioning owners
  • Tangible benefits for current employees under employee ownership structures
  • Information on the NJEDA ESOP Assistance Program

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Alyson Bergin

Alyson Bergin
(4.6)

New Jersey Economic Development Authority

Michelle Bodden

Michelle Bodden
(4.6)

New Jersey Economic Development Authority

William Castellano

William Castellano
(4.6)

Associate Director

Rutgers Institute for the Study of Employee Ownership and Profit Sharing

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Steve Feimster

Steve P. Feimster
(4.6)

Brianna Hill

Brianna Hill
(4.6)

Team Lead – Economic Equity

New Jersey Economic Development Authority

Ashley Sarokhan

Ashley Sarokhan
(4.6)

Senior Vice President

Capital One Bank

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Adria Scharf

Adria Scharf, Ph.D.
(4.6)

Associate Director

Rutgers Institute for the Study of Employee Ownership and Profit Sharing

Matthew Sean-Tamba

Matthew Sean-Tamba
(4.6)

Stevens & Lee

Stephen White

Stephen A. White
(4.6)

Valuation Analyst

Onyx Partners Group

PRICING

$0.00 - Member*

$39.00 - Nonmember

* This event is part of Membership+, an exclusive benefit of NJCPA membership.

ADDITIONAL OPTIONS

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