Lance Formwalt: Employee Stock Ownership Plans

Lance Formwalt likes to think about the future. Of course, that comes with the territory when you’re exclusively dedicated to giving counsel to equipment dealers.

When he’s thinking of your future, he wants to make sure you understand all of your succession planning options, even if they seem complicated and are not understood well by your advisors. This is where employee stock ownership programs (ESOPs) come into play. Lance can help you understand how ESOPs actually work, and provide solutions to many succession planning issues that address you, your management team, your employees and your manufacturers.

FWEDA annual convention attendees and industry leaders with a strategic mission and vision will not want to miss this session in which Lance lays out in easy-to-understand terms how an ESOP can be an important option as you start the succession conversation.

9 a.m. – 10 a.m. Friday, November 8
“Employee Stock Ownership Plans, a Key to Succession” – Lance Formwalt

Register now for the 2019 FWEDA Experience

Far West Equipment Dealers Association

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