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More InfoESOPs & Succession Planning in the Construction Industry
May 28, 2025 - 2:00 PM (CT) - Surly Brewing
Hosted by Twin Cities, Minneapolis, MN
About this Event
Join CFMA Twin Cities and Redpath on May 28 for an in-person session at Surly Brewing focused on a key topic for construction owners: how Employee Stock Ownership Plans (ESOPs) can play a powerful role in succession planning.
Whether you're planning to transition out in the next few years or looking ahead to long-term sustainability, this event will provide practical insights on:
- Using ESOPs as a succession strategy
- Financial, tax, and valuation considerations unique to ESOPs
- Minimizing business disruption during ownership transition
- Identifying and preparing future leaders in an ESOP structure
Learn from industry experts, explore the strategic benefits of ESOPs, and connect with peers in the construction space!
WHEN: May 28, 2025, 2:00-5:30 PM
WHERE: Surly Brewing – Scheid Hall, 520 Malcolm Ave SE, Minneapolis
REGISTRATION DEADLINE: Wednesday, May 21, 2025
PRICE: $25 for Members, $75 for Non-Members
EARLY REGISTRATION BONUS: Register by May 14 and save 20%
Featured Speakers
Brian Sweeney Partner, client manager, and manufacturing industry team lead at Redpath.
Emmett Mulcahy Partner, client manager, and valuation service area lead at Redpath.
Nick Frattalone, CEO and former 2nd-generation owner of Frattalone Companies, a 55-year-old family-owned construction company that recently transitioned to 100% ESOP ownership.