Scott Galbreath will co-present “Using ESOPs and Executive Compensation for Succession Planning” at the Western Pension & Benefits Council (WP&BC) Sacramento Chapter’s Capital Forum On Pensions on June 5, 2025.
The presentation will examine how ESOPs can serve as a powerful tool for succession planning, making the company employee-owned. It will also discuss using Executive Compensation techniques such as equity and phantom equity compensation to help transfer ownership to key executives as an exit strategy when the economics aren’t right for an ESOP. This session will provide practical insights for advisors, plan sponsors, and business owners navigating the complexities of ownership transitions. More information and registration details can be found here.