EFS ESOP Webinar: For Business Owners Who Want It All…

For Business Owners Who Want It All When Selling Their Company 

January 12, 2023

You’re Invited to join us on Jan. 12, 2023 for the next EFS ESOP Consultants, LLC (EFS) Webinar

For some business owners their only goals when selling their company are to maximize the sales price and cash at close, and then “go to the beach.” 

However, many business owners are interested in more. They want it all! They want to maximize price, preserve the legacy their company represents, protect and reward the employees who have helped them build the company, and minimize taxes for themselves and the company.

In this webinar we will discuss:

• How business owners can sell their company tax-free using Internal Revenue Code sections 1042 and 1014(a).
• How employees can become owners of the company and have the company operate as a tax-free entity (Internal Revenue Code sections 401 and 501).
• How employees’ jobs can be protected, while dramatically increasing their future financial security.
• How the selling owner can influence the company’s operations, strategic vision, and mentor the company’s successor management team.

Kelly O. Finnell, J.D., CLU, AIF

Kelly Finnell is one of the nation’s premier ESOP consultants and one of the most sought after speakers on this subject. He has spoken at more than 300 conferences and meetings throughout the U.S. and London and Sydney. He has published 14 articles on the use of ESOPs in ownership succession planning and is the author of of one of the most highly-acclaimed books on the subject, The ESOP Coach: Using ESOPs in Ownership Succession Planning. Kelly is the president of Memphis-based EFS ESOP Consultants, LLC

Andrew T. Holmes, LL.M., QKA

Andrew joined EFS ESOP Consultants, LLC in 2010 and currently serves as vice president and shareholder. Since joining EFS, Andrew has assisted on numerous complex middle-market ESOP transactions. Andrew co-authored the article, “Consider ESOPs as an Estate Plan Component for Business Owners,” and “Consider ESOPs in Legacy Planning,” in Estate Planning and received the Qualified 401(k) Administrator credential from ASPPA. He frequently conducts speaking engagements for the NCEO, NBI, and NACVA.

More on EFS ESOP Consultants, LLC

EFS ESOP Consultants, LLC, is a national ESOP consulting firm established in 1981 and based in Memphis, Tennessee. Its ESOP services include:

For more information about how an ESOP can help your company achieve your ownership succession planning goals, please contact me at kfin@execfin.com or 901.259.7979.

Date:

Thursday, January 12, 2023

Noon-1:00 EDT

(901) 259-7979

kfin@execfin.com