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March 28, 2023 - California/Nevada Chapter - 2023 ESOPortunity - Sacramento
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April 05 - 06, 2023 - Texas/Oklahoma Chapter - 2023 Spring Conference
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Forming an ESOP - A New Video Series on Business Succession Planning

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An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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Outstanding Chapter Officer 2014

Outstanding Chapter Officer 2014

Jan 01

Tracey E. Woolsy

Indiana Chapter

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Upcoming events

March 28, 2023 - California/Nevada Chapter - 2023 ESOPortunity - Sacramento

March 28, 2023 - California/Nevada Chapter - 2023 ESOPortunity - Orange County

March 28, 2023 - California/Nevada Chapter - 2023 ESOPortunity - Las Vegas

March 28 - 29, 2023 - Pennsylvania/Delaware Chapter Spring Conference 2023

April 05 - 06, 2023 - Texas/Oklahoma Chapter - 2023 Spring Conference

The #EO Solution

ESOP Association Resources

Forming an ESOP - A New Video Series on Business Succession Planning

What is an ESOP?

Outstanding Chapter Officer 2014

Jan 01

Tracey E. Woolsy