Exit Planning Institute - Find a CEPA

Kaveh focuses on educating business owners on employee stock ownership plans (ESOPs) as a tax-efficient exit strategy. He works closely with business owners, their advisors, and their families to help ensure they are evaluating all available succession paths, ensuring the strategy they pursue aligns with their long-term financial goals and legacy objectives. Kaveh focuses on tailored cash flow analysis to help business owners understand the proposed structure and economic impact of ESOPs and IRC §1042 elections. He also helps business owners select the appropriate §1042 QRP solution. This includes determining the proper structures and financing strategies by considering their liquidity needs, growth options, and desired legacy. Additionally, Kaveh supports the team’s efforts in advising mature ESOP companies through the repurchase obligation liability and cash management solutions.

Kaveh is a Certified Exit Planning Advisor® (CEPA®) and serves as an associate member on the Advisory Committee on Finance Issues of the ESOP Association. He speaks regularly at national conferences, UBS-sponsored business owner events across the country, and at The Exit Planning Institute focusing on delivering clarity and personalized guidance to help clients make informed decisions.

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Advisor Type: Other
Website:
https://www.ubs.com/us/en.html
Phone: +17038197619
City: Great Falls
State: District of Columbia
Postal Code: 22066
Country: United States
Designations: CEPA
Markets Served:
Company Name: The Capital ESOP Group – UBS Financial Services, Inc
LinkedIn:
https://www.linkedin.com/in/kaveh-gilanshah-a129a513a/

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KAVEH GILANSHAH

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