ESOP’s for Construction Companies
Employee ownership can be a powerful option for construction company owners who want a thoughtful transition plan, a fair market buyer, and a way to reward and retain the people who helped build the business. This Lunch & Learn introduces Employee Stock Ownership Plans (ESOPs) in plain language, with a construction-focused lens. We’ll cover how ESOPs can function as both a qualified retirement plan and a long-term ownership transition strategy.
This session is intended for construction company leaders who are exploring whether an ESOP may be a good fit, including CFOs, CEOs, COOs, and owners considering an ESOP for their employees. We’ll focus on common early-stage questions, the strategic benefits that make ESOPs unique, and practical considerations that help determine whether an ESOP is viable for a given company.
Location
AGC Training Center
Auditorium
2229 South 1070 West
Salt Lake City, UT 84119
Date and Time
Wednesday, May 6, 2026
11:30 am – 1:00 pm MDT
Key topics include:
• What is an ESOP?
• Employee Stock Ownership Plan = ESOP
• Qualified Retirement Plan
• Since 1974, ESOPs have been governed by ERISA, providing unique tax benefits
• 100% S-Corp Owned ESOPs pay no federal income tax
Instructors: Troy Starr, Lazear Capital; Chris N. Badger, CPA, Haynie