Dec
19
XPX Hartford - ESOPs as an Exit Plan: What you don't know may surprise you
Details
Date & Time
Wed, Dec 19th , 2018 ⋅ 8:00am - 10:00am (EDT)
Location
The Hartford Club, 46 Prospect St, Hartford, CT
Tickets
CT and Tri-State Members
$0.00
Non-members Early Bird (through 12/16)
$75.00
Non-members Regular Fee
$90.00
Other XPX Chapter Members Early Bird (through 12/16)
$55.00
Other XPX Chapter Members Regular Fee
$75.00
Same Day Registration/Walk-in Fee
$100.00
Employees are critical to the success of any organization, and giving them a beneficial ownership interest in the business can be a great motivating factor. In this session, we will explore:
- What is an ESOP?
- What are the benefits? For owners, employees, and the business itself
- How to defer – and possibly avoid – capital gains tax through the sale to an ESOP
- Financing & Valuation Considerations
- What is the process for an ESOP transaction from inception?
- How to prepare your company for sale
Our Speakers:
Ken Pia, Partner, Marcum LLP - Ken run's Marcum's ESOP business nationally and is based In CT
Maureen Cosgrove, Senior Vice President, Aegis Fiduciary - Maureen is an ESOP trustee out of Glastonbury.
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