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BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230420T110000
DTEND;TZID=America/Chicago:20230420T120000
DTSTAMP:20260422T142607
CREATED:20230412T091421Z
LAST-MODIFIED:20230412T091421Z
UID:1139-1681988400-1681992000@execfin.com
SUMMARY:ESOPS 2.0: Maximizing the Benefits of a Transaction
DESCRIPTION:Sign up here! \nSelling 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: \n• How a company’s employees can utilize their 401(k) assets to help finance an ESOP transaction\n• How warrants are used in ESOP transactions to enhance a business owner’s return\n• The impact of a stock appreciation rights plan on the company’s successor management team\n• How to use convertible preferred stock to neutralize valuation discounts \nJOIN OUR SPEAKERS: \nKelly O. Finnell\, J.D.\, CLU\, AIF® is one of the nation’s premier ESOP consultants\, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs\, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. An accomplished writer\, Kelly wrote the preeminent ESOP book\, “The ESOP Coach: Using ESOPS in Ownership Succession Planning” in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of articles on the use of ESOPs in Ownership Kelly is the president of Memphis-based EFS ESOP Consultants\, LLC \nAndrew T. Holmes\, LL.M.\, QKA has been with EFS ESOP Consultants\, LLC for thirteen years 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.
URL:https://execfin.com/event/esops-2-0-maximizing-the-benefits-of-a-transaction/
CATEGORIES:Webinar
ORGANIZER;CN="Andrew Holmes":MAILTO:aholmes@execfin.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230328T110000
DTEND;TZID=America/Chicago:20230328T120000
DTSTAMP:20260422T142607
CREATED:20230310T112608Z
LAST-MODIFIED:20230310T112608Z
UID:1084-1680001200-1680004800@execfin.com
SUMMARY:ESOPs in Ownership Transition: An EFS Webinar
DESCRIPTION:Sign up \nJoin 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. \nWITH AN ESOP: \n•A business owner can sell his or her business on a tax-free basis and continue being active in the business after the sale\n•A company can receive a tax deduction for principal payments on a loan\n•A company can deduct the dividends that it pays on its stock\n•A for-profit company can operate as a tax-exempt entity \nJOIN OUR SPEAKERS: \nKelly O. Finnell\, J.D.\, CLU\, AIF® is one of the nation’s premier ESOP consultants\, having spent more than 40 years helping business owners design and execute ESOPs. Kelly is one of the most sought-after speakers about ESOPs\, with experience presenting at more than 300 conferences and meetings throughout the U.S. and abroad in London and Sydney. An accomplished writer\, Kelly wrote the preeminent ESOP book\, “The ESOP Coach: Using ESOPS in Ownership Succession Planning” in 2010 and this work remains the most comprehensive guide to ESOPs today. Kelly has also published dozens of articles on the use of ESOPs in Ownership Kelly is the president of Memphis-based EFS ESOP Consultants\, LLC \nAndrew T. Holmes\, LL.M.\, QKA has been with EFS ESOP Consultants\, LLC for thirteen years 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. \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.
URL:https://execfin.com/event/esops-in-ownership-transition-an-efs-webinar/
CATEGORIES:Webinar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230323T073000
DTEND;TZID=America/New_York:20230323T093000
DTSTAMP:20260422T142607
CREATED:20230310T144623Z
LAST-MODIFIED:20230310T144623Z
UID:1108-1679556600-1679563800@execfin.com
SUMMARY:The Anatomy of an ESOP at The New South Chapter of The ESOP Association meeting
DESCRIPTION:Join us in Atlanta\nKelly 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. \nI’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. \nIf you’re in the Atlanta area\, consider joining us for this comprehensive overview of the ESOP process.
URL:https://execfin.com/event/the-anatomy-of-an-esop-at-the-new-south-chapter-of-the-esop-association-meeting/
LOCATION:Atlanta Marriott Northwest at Galleria\, 200 Interstate North Parkway SE\, Atlanta\, GA\, 30339\, United States
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230112T110000
DTEND;TZID=America/Chicago:20230112T120000
DTSTAMP:20260422T142607
CREATED:20221221T103934Z
LAST-MODIFIED:20221221T103934Z
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
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20220920T110000
DTEND;TZID=America/Chicago:20220920T110000
DTSTAMP:20260422T142607
CREATED:20220829T145928Z
LAST-MODIFIED:20220829T145928Z
UID:839-1663671600-1663671600@execfin.com
SUMMARY:Free ESOP Webinar: ESOPs: Advanced Considerations - 9.20.22
DESCRIPTION:https://attendee.gotowebinar.com/register/5135700491507488779
URL:https://execfin.com/event/free-esop-webinar-esops-advanced-considerations-9-20-22/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210615T110000
DTEND;TZID=UTC:20210615T120000
DTSTAMP:20260422T142607
CREATED:20210730T004844Z
LAST-MODIFIED:20210730T004844Z
UID:737-1623754800-1623758400@execfin.com
SUMMARY:ESOP Activity Update
DESCRIPTION: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 metrics for ESOP transactions\, and the key characteristics of a company and a business owner that make for good ESOP candidates. \nESOP Activity Update \nTuesday\, June 15\, 2021\, Noon – 1:00 ET
URL:https://execfin.com/event/esop-activity-update/
LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210316T110000
DTEND;TZID=UTC:20210316T120000
DTSTAMP:20260422T142607
CREATED:20210730T004748Z
LAST-MODIFIED:20210730T004748Z
UID:735-1615892400-1615896000@execfin.com
SUMMARY:ESOPs: Lessons Learned
DESCRIPTION:You’re Invited to join us on March 16\, 2021 for the next Executive Financial Services Webinar\n\n\n\n\n\n\n\n\n\n\n\nESOPs: Lessons Learned \nTuesday\, March 16\, 2021\, Noon – 1:00 ET\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nWhat 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\, the roles of the professionals involved in the transactions\, and the typical ESOP transaction timeline.\n\n\n\nClick Here to Register
URL:https://execfin.com/event/esops-lessons-learned/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210216T110000
DTEND;TZID=UTC:20210216T120000
DTSTAMP:20260422T142607
CREATED:20210730T004641Z
LAST-MODIFIED:20210730T004641Z
UID:733-1613473200-1613476800@execfin.com
SUMMARY:ESOPs: Advanced Considerations
DESCRIPTION:  \n\n\n\n\n\n\n\n\n\nClick to view this email in a browser \n\n\n\n\n\n\n\n\n\n\nESOPs: Advanced Considerations \n\n\n\n\nFebruary 16\, 2021 \nNoon – 1:00 ET\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\nYou’re Invited to join us on February 16\, 2021 for the next Executive Financial Services Webinar \n\n\n\n\n\n\n\n\n\n\n\n\n\nESOPs: Advanced Considerations \nTuesday\, February 16\, 2021\, Noon – 1:00 ET\n\n\n\n\n\n\n\n\n\n\n\n\n\nSelling 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 Company’s employees can utilize their 401(k) assets to help finance an ESOP transaction\, how warrants are used in ESOP transactions to enhance a business owner’s return\, and the impact of a Stock Appreciation Rights Plan on the company’s successor management team. The speakers will also demonstrate how to use convertible preferred stock to neutralize valuation discounts. Finally\, they will address some “Hot Button” issues in the current ESOP environment. \n\n\nClick Here to Register\n\n\n\nKelly O. Finnell\, J.D.\, CLU\, AIF  \n\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  \n\n\nAndrew T. Holmes\, LL.M.\, QKA  \n\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\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nEFS ESOP Consultants\, LLC (EFS)\, is a national ESOP consulting firm established in 1981 and based in Memphis\, Tennessee. Its ESOP services include: \n\n  \n• Feasibility Studies\n• Plan Design\n• Transaction/Financing Design\n• Employee Communication\n• Repurchase Obligation Planning\n• “Mature” ESOP Planning\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:\nTuesday\, Feb 16\, 2021\nNoon-1:00 ET\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nTel: (901) 259-7979\nEmail: kfin@execfin.com \nwww.execfin.com\nwww.esopcoach.com\n\n\n\n\n\n\n\n\n\n\n 
URL:https://execfin.com/event/esops-advanced-considerations-2/
LOCATION:gotowebinar\, https://attendee.gotowebinar.com/register/3644117300295921936
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20210112T110000
DTEND;TZID=UTC:20210112T120000
DTSTAMP:20260422T142607
CREATED:20210730T004504Z
LAST-MODIFIED:20210730T004504Z
UID:729-1610449200-1610452800@execfin.com
SUMMARY:ESOPs in Ownership Transition
DESCRIPTION:Did 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\nClick Here to Register
URL:https://execfin.com/event/esops-in-ownership-transition-2/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200916T110000
DTEND;TZID=UTC:20200916T120000
DTSTAMP:20260422T142607
CREATED:20210730T004305Z
LAST-MODIFIED:20210730T004305Z
UID:727-1600254000-1600257600@execfin.com
SUMMARY:Webinar: Consider an ESOP\, If...
DESCRIPTION: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 series\, you will learn how to identify when an ESOP may be an appropriate planning strategy. \nClick Here to Register \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 \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 has 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.
URL:https://execfin.com/event/webinar-consider-an-esop-if/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200811T110000
DTEND;TZID=UTC:20200811T120000
DTSTAMP:20260422T142607
CREATED:20210730T003937Z
LAST-MODIFIED:20210730T003937Z
UID:723-1597143600-1597147200@execfin.com
SUMMARY:Webinar - ESOPs: Lessons Learned
DESCRIPTION: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\, the roles of the professionals involved in the transactions\, and the typical ESOP transaction timeline. \nRegister Here
URL:https://execfin.com/event/webinar-esops-lessons-learned/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20200716T110000
DTEND;TZID=America/New_York:20200716T120000
DTSTAMP:20260422T142607
CREATED:20200616T162018Z
LAST-MODIFIED:20200616T162018Z
UID:668-1594897200-1594900800@execfin.com
SUMMARY:ESOPs: Advanced Considerations
DESCRIPTION:You’re Invited to join us on July 16\, 2020 for the next Executive Financial Services Webinar \nSelling 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 Company’s employees can utilize their 401(k) assets to help finance an ESOP transaction\, how warrants are used in ESOP transactions to enhance a business owner’s return\, and the impact of a Stock Appreciation Rights Plan on the company’s successor management team. The speakers will also demonstrate how to use convertible preferred stock to neutralize valuation discounts. Finally\, they will address some “Hot Button” issues in the current ESOP environment. \nClick Here to Register \n 
URL:https://execfin.com/event/esops-advanced-considerations/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=UTC:20200609T120000
DTEND;TZID=UTC:20200609T130000
DTSTAMP:20260422T142607
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
END:VEVENT
END:VCALENDAR