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EXECUTIVE BRIEFING: ESOP EXIT STRATEGY

Thank you for joining us on May 19 for our monthly Executive Briefing on the benefits of an ESOP exit strategy. If you missed the live event, a recording of the webinar may be found below.

EMPLOYEE STOCK OWNERSHIP PLAN: A POWERFUL EXIT STRATEGY

EMPLOYEE STOCK OWNERSHIP PLAN: A POWERFUL 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.

May's topic was: 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. Thank you for joining us for a discussion of when ESOPs can result in the best sale outcome for your business.

ABOUT THE SPEAKERS

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.  

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