ESOPs – A Tax Advantaged Liquidity Option for Business Owners

A business owner essentially has two broad choices when considering a sell – external or internal.  One internal option that many owners want to better understand is an ESOP.  When used in the right scenario and structured properly, an ESOP can be mutually beneficial for all involved.  Join Leslie Lauer, leading ESOP expert for UBS and EPI’s CEPA Faculty, to understand the advantages and disadvantages of an ESOP in comparison to a management buy-out, recapitalization, private equity, a third-party sale, and more.

Learning Objectives:

• Overview of all liquidity options for business owners
• ESOPs by the numbers – industries, geographies, # of plans, $’s in plans
• Parties to an ESOP and benefits to each
• Advantages/disadvantages of an ESOP in comparison to third party sales
• ESOPS in combination with Private Equity investors
• Roles and responsibilities of parties executing an ESOP
• Tax advantages to the Seller, Company and Employees

About the Presenter:

Learn from industry expert Leslie Lauer CFP, ChFC, CEPA