EPI OC – Oct 8 – 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.
(Purchase of this product will include the video presentation, the audio presentation, and a pdf copy of the presentation.)
Presented by Leslie Lauer CFP, ChFC, CEPA