Join the Construction Financial Management Association for a virtual Coffee Connections session focused on exit planning for contractors, featuring longtime industry advisor Marty McCarthy, CPA, CCIFP. With more than 30 years of experience in construction finance, Marty will guide attendees through what an ESOP is, how it works, and why it might make sense for your business.
In this interactive conversation, you’ll learn how ESOPs can help preserve your company’s legacy, reward employees, and ensure a smooth leadership transition. The session is designed for construction business owners, financial decision-makers, and anyone thinking about the long-term future of their firm.
Coffee Connections: Exit Planning for Contractors — Why an ESOP Might Make Sense
Date: July 30, 2025
Time: 8:00 AM – 9:00 AM ET
Location: Virtual
About the Speaker:
Marty McCarthy is Managing Director at CBIZ and Mid-Atlantic Construction Practice Leader. He has served as a trusted advisor to contractors for over three decades, earning recognition on the Construction Power 100 List and leading one of the top construction accounting firms in the region. He brings unmatched industry expertise and a practical approach to contractor finance and business planning.
