ESOPs as an Exit Strategy:
The Good, Bad, and The Ugly

GREATER LOS ANGELES CHAPTER EVENT

ESOPs as an Exit Strategy: The Good, The Bad, and The Ugly


An ESOP Plan is one of many exit strategies available to business owners.  In this interactive interview with a business owner who implemented an ESOP in 2013, the Company’s ERISA attorney that worked with them to design and implement the ESOP and the current financial advisor who worked with the Company through a DOL audit.

LEARNING OBJECTIVES:

  • The thought process that went into deciding to implement an ESOP as an exit strategy
  • The tax benefits to the business owners as well as the business
  • The complexities and costs associated with implementing an ESOP and ongoing compliance requirements
  • Valuation requirements and procedures to implement to avoid a DOL audit
  • Discuss whether an ESOP as an exit strategy is right for every business

 

 

 

 

Thank you to our sponsoring firm:

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EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

Scott Gaudineer

Scott Gaudineer

President of Flewelling & Moody, Inc.

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Sheryl Alzona

Sheryl Alzona

Attorney with Employee Benefits Law Group

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Melisa Silverman

Melisa Silverman

Partner, The Founders Group

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Continuing Education


CEPAs receive 1 CE credit
CFPs receive a certificate for 0 CE credit
CPAs receive a certificate for 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.