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More InfoCoffee Connections: Exit Planning for Contractors: Why an ESOP Might Make Sense
Jul 30, 2025 - 8:00 AM (ET) - Virtual meeting - Teams Link will be sent the day before the meeting
Hosted by Philadelphia, PA
About this Event
Are you a contractor considering your long-term exit strategy? Wondering how to secure the future of your business, reward your employees, and preserve your company’s legacy? Join us for an interactive Coffee Connections session with Marty McCarthy, CPA, CCIFP, a trusted advisor in the construction industry for over 30 years. Marty will guide attendees through the essentials of exit planning for contractors, with a special focus on Employee Stock Ownership Plans (ESOPs) as a viable and often overlooked solution. Learn why an ESOP might make sense for your business, how it can benefit your team, and what steps to consider as you chart your company’s future. Whether you’re in the early stages of succession planning or exploring options for a future transition, this conversation is a must-attend for construction business owners and financial leaders alike.
Timeline:
8:00 AM – 8:05 AM: Introduction
8:05 AM – 8:45 AM: Presentation from Marty McCarthy
8:45 AM – 9:00 AM: Q&A & Closing Comments
Featured Speakers
Marty McCarthy, CPA, CCIFP, is a Managing Director in the Tax practice at CBIZ and serves as the Mid-Atlantic Construction Practice Leader based in Blue Bell, PA. With over three decades of experience working with construction companies, his collaborative and solution-focused approach, technical proficiency, and in-depth industry knowledge have made him a trusted advisor to contractors seeking to operate more efficiently and optimize growth. Before merging his practice into Marcum in 2023 (which was acquired by CBIZ in late 2024), Marty was the managing partner of McCarthy & Company, PC. Under his leadership, McCarthy & Company was named one of The Top 50 Construction Accounting Firms™ by Construction Executive for four consecutive years (2019-2022) and recognized by Accounting Today as a 2023 Mid-Atlantic Regional Leader and one of the “Best Accounting Firms to Work For” (2019-2022). City & State Pennsylvania named Marty to its 2023 Construction Power 100 List. He was the only accountant to earn the distinction. A graduate of Villanova University with a B.S. in Accounting, Marty holds the well-respected Certified Construction Industry Financial Professional (CCIFP) designation and is a longtime CFMA member.