As the “sliver tsunami” of aging business owners bump up against retirement age, they need to consider all their exit options. Perhaps one of the least understood, though most attractive for many, is the Employee Stock Ownership Plan (ESOP). In this session, we’ll demystify the ESOP, explaining how it works and what its special advantages (and disadvantages) are.
- What is the structure of an ESOP?
- What are the unique tax advantages associated with ESOPs?
- In what conditions are an ESOP a good fit, and when not?
- What roles are available for other professionals in connection with ESOP implementation?
About the Presenter:
Learn from industry expert Martin Staubus, Executive Director, Beyster Institute at UCSD, about how Employee Stock Ownership Plans (ESOPs) work as an exit option, as well as the advantages and disadvantages of them.
Meet the Presenter
This meeting will be held at Corporate Alliance of San Diego.
Venue Address: 9540 Towne Centre Dr, Ste 150 San Diego, CA 92121