Partner
Katz, Sapper & Miller
Mike North is the partner-in-charge of KSM’s advisory services. In this role, Mike leads a team of professionals across the firm who provide a multitude of specialty advisory services. He oversees the hiring and ongoing development of advisory talent and collaborates with the firm’s tax and audit practices as well as industry group leaders to ensure a world-class experience for KSM clients.
As a member of KSM’s executive committee, Mike is responsible for the firm’s merger and acquisition initiatives and other strategic investments.
Since joining the firm in 2000, Mike has consulted with clients in the areas of M&A, financial reporting, auditing, compliance, and internal control matters, helping them make strategic business decisions that will improve their bottom line and avoid risk.
Mike received a Bachelor of Science degree in accounting and finance from Indiana University.
Employee Stock Ownership Plans (ESOPS) are gaining renewed attention as a strategy for ownership transition, succession planning, and long-term independence. But how do ESOPs work in practice, and are they the right fit for your firm?
This session will examine how accounting firms are using ESOPs to create liquidity for retiring partners, transfer ownership to the next generation of leaders, and align the interests of employees with the long-term success of the firm. Attendees will gain a practical understanding of ESOP structures, the transition process from traditional partnership models, the tax and financial implications, and the opportunities and challenges firms should consider when evaluating this increasingly popular ownership model.