SRMA - EMPLOYEE STOCK OWNERSHIP PLAN SEMINAR

EMPLOYEE STOCK OWNERSHIP PLAN SEMINAR

September 10, 2026

8:00am to 9:30am

CareerSource SWFL,

6800 Shoppes at Plantation Drive, Suite 170, Fort Myers, FL. 33912

Panelists:

Ted Bill, CEO, Pelican Wire

Adnan Muminovic, VP, BDO Capital Advisors, LLC

Tom Clarke, ESOP Specialist, PNC Bank

Jon Castro, VP of Manufacturing, B&I Contractors

What You’ll Learn:

• What an ESOP is and whether it’s the right fit for your business
• Key benefits for owners, employees, and the company
• How ESOP valuations, liquidity, and tax advantages work
• What happens after becoming an ESOP
• Leadership, governance, and employee ownership realities
• Common challenges, risks, & lessons learned from ESOP companies
• Resources and live Q&A with ESOP experts and manufacturers