35th Annual CICPAC Conference: ESOPs and the Construction Industry Panel Q&A
Presentation Topic
Matthew Drake of BaseRock Partners joins a panel of ESOP transaction advisors to present ESOPs and the Construction Industry: A Panel Q&A with the Key Players on July 24th from 8:15 AM to 9:30 AM CT in the Grand Ballroom, 7th Floor, at the 35th Annual CICPAC Conference.
ESOPs continue to gain traction as a succession planning vehicle for construction contractors, but the path from consideration to closing is rarely straightforward. In this open-format session, four advisors at the center of ESOP transactions, an ESOP attorney, an independent trustee, a construction lender, and a surety professional, share their front-line perspectives on what’s working, what’s not, and what CPAs need to know to best serve their contractor clients.
Topics include ESOP formation trends, valuation challenges, lender and bonding considerations, and the operational realities contractors face post-transaction.
About the Conference
BaseRock Partners is proud to participate in the 2026 CICPAC Annual Conference on July 22 – 24 at the InterContinental Chicago Magnificent Mile. Hosted by the CICPAC, this annual event brings together accounting, consulting, and advisory professionals dedicated to the construction industry.
The conference delivers high-value education across tax, assurance, and advisory services, with sessions focused on emerging issues such as M&A, ownership transition, ESOPs, industry benchmarking, and economic forecasts. We’re looking forward to presenting exclusive insights and networking with industry experts and peers.
Meet the Speaker
