19 May May ESOP Spotlight

05.19.2023

Welcome to Eagle & Fein, P.C. 

The Eagle Wealth Planning Institute is pleased to present to you our May ESOP Spotlight.

This month, we teamed up with Andy Manchir! Andy is a partner in Katz, Sapper & Miller’s Valuation and ESOP Services Groups.

Brain Eagle sat down with Andy to discuss the following ESOP questions:
1. Tell us a little about your ESOP background.
2. Many of our clients and professional colleagues are members of the ESOP Association. What is the ESOP Association and what are the benefits of the Association?
3. I understand you are now a director at the Employee Ownership Foundation, share with us the role the Employee Ownership Foundation plays in the ESOP Community.
4. What is the future of ESOPs and ESOP legislation?
5. What would be your most important advice for someone considering an ESOP?

Check out the full video below!