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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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Who Should Attend?
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Private Business Owners
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Business Owners
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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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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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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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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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Professional 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.
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/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 Licensed Investment Banker.