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DTSTART;TZID=America/Chicago:20230112T110000
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UID:877-1673521200-1673524800@execfin.com
SUMMARY:EFS ESOP Webinar: For Business Owners Who Want It All...
DESCRIPTION:Click to view this email in a browser  \n\n\n\n\n\n\n\n\n\n\n\n\nFor Business Owners Who Want It All When Selling Their Company  \n\n\n\n\nJanuary 12\, 2023  \n\nNoon – 1:00 EDT \n\n\n\n\n\n\n\n\n\n\n\n\n\n  \n\nJoin us for our Upcoming Webinar \n\n\n\n\n\n\n\n\n\n\n\nYou’re Invited to join us on Jan. 12\, 2023 for the next EFS ESOP Consultants\, LLC (EFS) Webinar \n\n\n\n\n\n\n\n\n\n\n \n\n\n\n\n\nFor Business Owners Who Want It All When Selling Their Company\n \n\nThursday\, January 12\, 2023\, Noon – 1:00 EDT \n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\nFor 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.”  \n  \nHowever\, 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. \n  \nIn this webinar we will discuss: \n\nHow business owners can sell their company tax-free using Internal Revenue Code sections 1042 and 1014(a).\nHow employees can become owners of the company and have the company operate as a tax-free entity (Internal Revenue Code sections 401 and 501).\nHow employees’ jobs can be protected\, while dramatically increasing their future financial security.\nHow the selling owner can influence the company’s operations\, strategic vision\, and mentor the company’s successor management team.\n\n\n\n\nClick Here to Register \n\n\n\nKelly O. Finnell\, J.D.\, CLU\, AIF  \nKelly 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 \n\n\nAndrew T. Holmes\, LL.M.\, QKA  \nAndrew 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. \n  \n\n\nMore on EFS ESOP Consultants\, LLC \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n \nEFS ESOP Consultants\, LLC\, is a national ESOP consulting firm established in 1981 and based in Memphis\, Tennessee. Its ESOP services include:  \n\n  \n\n• Feasibility Studies \n\n\n• Plan Design \n\n\n• Transaction/Financing Design \n\n\n• Employee Communication \n\n\n• Repurchase Obligation Planning \n\n\n• “Mature” ESOP Planning \n\n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n\n  \n\n  \n\n\n\n\n\n\n\n\n\nFor 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. \n\n\n  \n  \nDate: \nThursday\, January 12\, 2023 \nNoon-1:00 EDT \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n(901) 259-7979 \nkfin@execfin.com \n\nwww.execfin.com \n\n\nwww.esopcoach.com
URL:https://execfin.com/event/efs-webinar/
LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936
CATEGORIES:Webinar
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DTSTART;TZID=UTC:20200609T120000
DTEND;TZID=UTC:20200609T130000
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CREATED:20200513T174641Z
LAST-MODIFIED:20200513T174641Z
UID:332-1591704000-1591707600@execfin.com
SUMMARY:ESOPs in Ownership Transition
DESCRIPTION:Join us for our Upcoming Webinar\nYou’re Invited to join us on June 9\, 2020 for the next EFS ESOP Consultants\, LLC (EFS) Webinar \nESOPs in Ownership Transition\nTuesday\, June 9\, 2020\, Noon – 1:00 ET \nDid you know: \n\nThat a business owner can sell his or her business on a tax-free basis and continue to be active in the business after the sale?\nThat a company can receive a tax deduction for principal payments on a loan?\nThat a company can deduct the dividends that it pays on its stock?\nThat a for-profit company can operate as a tax-exempt entity?\n\nAn Employee Stock Ownership Plan (ESOP) is a popular strategy for ownership succession planning that takes advantage of the features listed above. This webinar addresses how a business owner can use an ESOP to provide him or her with liquidity and how a company can use an ESOP for tax planning purposes. After this webinar\, attendees will be able to: \n\nDiscuss ESOPs and explain how they work\nIdentify the tax advantages that an ESOP provides to a business owner and a sponsoring company\nDemonstrate how an ESOP provides competitive valuation and efficient financing\nRecognize how an ESOP aligns the interests of a business owner and the employees of a company\n\n\nClick Here to Register
URL:https://execfin.com/event/esops-in-ownership-transition/
CATEGORIES:Webinar
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