ESOPs – A Tax Advantaged Liquidity Option for Business Owners

ORANGE COUNTY VIRTUAL CHAPTER EVENT

ESOPs – A Tax Advantaged Liquidity Option for Business Owners


A business owner essentially has two broad choices when considering a sell – external or internal.  One internal option that many owners want to better understand is an ESOP.  When used in the right scenario and structured properly, an ESOP can be mutually beneficial for all involved.  Join Leslie Lauer, leading ESOP expert for UBS and EPI’s CEPA Faculty, to understand the advantages and disadvantages of an ESOP in comparison to a management buy-out, recapitalization, private equity, a third-party sale, and more.

 

Learning Objectives:

  • Overview of all liquidity options for business owners
  • ESOPs by the numbers – industries, geographies, # of plans, $’s in plans
  • Parties to an ESOP and benefits to each
  • Advantages/disadvantages of an ESOP in comparison to third party sales
  • ESOPS in combination with Private Equity investors
  • Roles and responsibilities of parties executing an ESOP
  • Tax advantages to the Seller, Company and Employees

 

About the Presenter:

Learn from industry expert Leslie Lauer CFP, ChFC, CEPA

Meet the Presenter

 

This event is free to attend! Thank you to our Sponsors:


 

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.EPIOrangeCounty.org.

About the Presenter


Leslie Lauer

Leslie Lauer

CFP, ChFC, CEPA

Meet Leslie Lauer.

A leader in the wealth management industry for business owners and exceptional families. Early in her career and just five days after entering the employee benefits field, Leslie attended her first national conference – she was immediately “hooked” on the idea of business owners selling to their employees. Since then she has dedicated her career to advising business owners on their succession options, specifically Employee Stock Ownership Plans (ESOPs). Today, as a multi-credentialed member of The ESOP Group, Leslie continues to work closely with business owners and their families. With more than 30-years of expertise, she and her team are uniquely qualified to assist clients on all aspects of tax, estate and retirement planning, asset allocation, insurance solutions, lending and strategic philanthropy. Leslie advises a number of corporate client relationships as well, providing them with cash management, executive compensation and captive insurance company asset management


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE Hour

One (1) CEPA Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).