Join us for an upcoming chapter meeting to hear from attorney, Ryan Owens with Clark Hill, LLC, as he provides valuable insights into ESOPs (Employee Stock Ownership Plans) how they work and when they may be an effective strategy. During this session, Ryan will break down the fundamentals of ESOPs including their structure, key benefits, and considerations for business owners evaluating exit or succession planning options. Ryan will also discuss scenarios where ESOPs may be particularly advantageous, along with practical guidance on how they compare to other liquidity and transition strategies.
Learning Objectives:
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Learn the fundamentals of an ESOP
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Understand when an ESOP may be a effective strategy for an exit plan
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Learn both the pros and the cons of using an ESOP as an exit planning strategy
About the Presenter:
Hear from industry expert Ryan Owens.
Event Location
Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Private Business Owners
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Members of Family Business Boards
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Business Owners
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Other Business Professionals
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Business Consultants
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Professional Advisors
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
A trusted business advisor and former general counsel, Ryan Owens brings more than two decades of legal experience and perspective to his clients. Ryan aligns legal services with business objectives, mitigating risks and identifying opportunities for clients in corporate and commercial transactions. His practice focuses on mergers and acquisitions, corporate governance and finance, intellectual property and employee stock ownership plans (ESOPs) for clients in industries ranging from SaaS and other technologies to manufacturing and construction.