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Succession Planning Options: Employee Stock Ownership Plans (ESOP)

November 7, 2023 @ 1:00 pm - 2:00 pm

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In partnership with Merit Financial Services
Tuesday, November 7, 1-2 p.m.
Location: Montana West Economic Development, 44 2nd Ave. W. in Kalispell
Many companies have little or no succession plan in place. When a founder or primary shareholder leaves the business there can be significant negative consequences for the company and the employees. An employee stock ownership plan (ESOP) is a type of retirement plan that allows companies to transfer ownership of the company to employees. ESOPs offer transitional flexibility to facilitate succession planning. Founders and main shareholders can sell to ESOPs all of their shares at one time, or percentages of their shares on the schedule of their choosing. The transition in leadership, therefore, can occur as quickly or slowly as the owner wishes.

Join Joshua Mersberger and Bryce Stacy from Merit Financial Services for an overview of ESOPs, their benefits, and an opportunity to ask questions to see if it might be right for your business

This session is FREE for attendees. RSVPs are requested.


November 7, 2023
1:00 pm - 2:00 pm
Event Category:


Montana West Economic Development
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Montana West Economic Development
44 2nd Avenue West
Kalispell, MT 59901 United States
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406-257-7711 ext. 0
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