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Compassionate CapitalismYou're Invited to join us on July 16, 2020 for the next Executive Financial Services Webinar Selling a company to an Employee Stock Ownership Plan (ESOP) provides a business owner with a tax-efficient ownership succession planning strategy. This webinar will go beyond the ESOP basics to discuss advanced ESOP considerations. The speakers discuss how a […]
What Julius Caesar said more than 2000 years ago is still true today: "Experience is the teacher of all things." In this webinar, we will share some key lessons learned from our 35 years of ESOP experience through case studies. We will discuss positive and negative characteristics of ESOP candidates by examining some recent transactions, […]
Many business owners think their only liquidity opportunity is a sale to private equity or to a competitor. Employee stock ownership plans (ESOPs) provide an alternative liquidity strategy that allow owners to receive full value, on a tax-advantaged basis, while rewarding employees and protecting their jobs. In this webinar, which is new to our webinar […]
Did you know: That 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? That a company can receive a tax deduction for principal payments on a loan? That a company can deduct the dividends that it pays on its stock? […]
Click to view this email in a browser ESOPs: Advanced Considerations February 16, 2021 Noon - 1:00 ET Join us for our Upcoming Webinar You're Invited to join us on February 16, 2021 for the next Executive Financial Services Webinar ESOPs: Advanced Considerations Tuesday, February 16, 2021, Noon - 1:00 ET Selling a company […]
You're Invited to join us on March 16, 2021 for the next Executive Financial Services Webinar ESOPs: Lessons Learned Tuesday, March 16, 2021, Noon - 1:00 ET What Julius Caesar said more than 2000 years ago is still true today: "Experience is the teacher of all things." In this webinar, we will share some key […]
ESOP activity continued to boom in 2020 and there are many factors in play that could cause the boom to accelerate in 2021 and beyond. In this new EFS webinar we will discuss the increased awareness of ESOPs among business owners and their advisors, the factors that will cause ESOP activity to accelerate, key financial […]
https://attendee.gotowebinar.com/register/5135700491507488779
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.”
Join us in Atlanta Kelly Finnell will be co-presenting, "The Anatomy of an ESOP" at the upcoming meeting of The New South Chapter of The ESOP Association on March 23. I'll be speaking with Tim Hillegass, Michael Miller, CEBS Miller, CEBS, and Sean Sullivan about all facets of an ESOP transaction from start to finish. If you're in the Atlanta […]
Sign up Join us to hear about 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. WITH AN ESOP: •A business owner can sell his or her business on a tax-free basis and continue being active in […]
Sign up here! Selling a company to an Employee Stock Ownership Plan (ESOP) offers business owners a tax-efficient ownership succession planning strategy. This webinar goes beyond a basic explanation of ESOPs to detail advanced ESOP transaction considerations including: • How a company's employees can utilize their 401(k) assets to help finance an ESOP transaction • […]
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