An Employee Stock Ownership Plan (ESOP) is an often overlooked, yet powerful way to sell a business with numerous tax advantages, including the ability to operate as a non-taxable entity post-closing, sell tax-deferred and, ultimately, tax-free. Join us on Wednesday, May 19, at 9 AM CST (10 AM EST) for an analysis of the benefits of an ESOP exit strategy.
UHY is proud to continue our monthly Executive Briefings via webinar, bringing you current trends and valuable content to help in growing your business.
This month's topic is: ESOP: A Powerful Exit Strategy
An ESOP (Employee Stock Ownership Plan) is an often overlooked, yet powerful way to sell a business. Tax advantages of an ESOP include the ability to operate as a non-taxable entity post-closing as well as sell tax-deferred and, ultimately, tax-free. Join UHY as we discuss when ESOPs can result in the best sale outcome for your business.
During this session, you will:
Alex Conti, Managing Director | UHY Corporate Finance
Over the course of his career, Alex Conti has advised on transactions that combine for over $1 billion in deal value. A leading member of UHY’s Corporate Finance practice, Alex has extensive experience in mergers and acquisitions, due diligence, restructuring, and capital sourcing, with a primary focus on buy-side and sell-side transaction advisory services.
Jeremy Garrett, Managing Director | Lazear Capital
After spending 15 years in middle market banking, Jeremy joined Lazear Capital Partners in 2017. Since joining Lazear, he has closed hundreds of millions of dollars in sell-side transactions, primarily focused on ESOPs. His industry expertise includes manufacturing, contractors, service companies, and distributors.
Recommended CPE Credit: 1
Recommended Field of Study: Management Services
Program Knowledge Level: Basic
Advanced Preparation: None
*To receive CPE credit attendees must attend the session via a computer or mobile device, dial in attendees will not qualify. All three (3) attendance verification polling questions must be answered, the survey at the close of the session must be completed, and your time in the session must be a minimum of 50 minutes in order to receive 1.0 CPE credits.
NASBA Sponsor Statement UHY Advisors, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. National Registry of CPE Sponsors Number 109122.