ESOPs as an Exit Planning Strategy

EXIT PLANNING INSTITUTE WEBINAR

ESOPs as an Exit Planning Strategy

An ESOP, or employee stock ownership plan, provides a tax-advantaged solution that can meet a company’s needs in a variety of situations. ESOPs can be used to generate shareholder liquidity, create a market for the shares of a closely help company, increase employees’ productivity by making them beneficial owners, and support a tax-advantageous exit strategy for departing shareholder(s). In his upcoming presentation, “ESOPs as an Exit Planning Strategy,” SES ESOP Strategies’ Mark Russell will offer attendees a more thorough understanding of ESOPs as a business exit planning strategy, including the options, mechanics, benefits, risks, and ideal candidates.

Learning Objectives:

Some of the myths associated with ESOPs
The benefits and pitfalls of utilizing an ESOP
Some business succession planning considerations
What type of situations are best suited for an ESOP

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About the Presenter

Mark Russell

CEPA, CFP, CPA, Attorney, Series 7, Series 63, Series 66, Series 79, Senior Managing Director

Meet Mark Russell:

Mark is head of the finance group at SES ESOP Strategies. He works extensively with business owners, evaluating their situations, their goals and objectives, and assisting them in preparing for succession of or exit from their businesses by performing an analysis of alternatives (including management buyouts, ESOPs, recapitalizations, and minority or majority sales of business) to ensure they have all information necessary to decide the best path to achieve their goals. Mark is a lawyer, CPA-inactive, CEPA, CFP, and a licensed investment banker.

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