XPX Dallas: Understanding ESOPs

Employee Stock Ownership Plans. When they match an owner’s goals, the outcomes can be tremendous. However, there is complexity in regard to the structure, formation, tax strategies, outcomes, valuation and financing. Come listen to our panel of experts – a national ESOP Attorney, an experience ESOP Lender, and an ESOP Wealth Advisor who has worked with numerous clients on these transitions - as our moderator walks through employee stock ownership plans; so you can better understand if this is the right fit for you or your client in planning for their next step in succession.

Moderator:

Doug Janowski
Managing Director
Dallas Office |Lazear

Doug helps business owners and their advisors understand business succession options and determine if an ESOP/Employee-Ownership is the right solution and structure to meet the owner’s personal goals. Doug oversees coordination between the owners, the company, their advisors, and the team at Lazear to help plan, execute and ensure successful outcomes and meet all the agreed-upon objectives. He draws on a wealth of industry knowledge and 30 years of professional experience in financial services, business valuation, financial analysis and wealth management, accounting and general ledger systems, enterprise software, business intelligence, data analytics, insurance/risk management, and tax and audit regulatory compliance.

Panel:

Luke Britt, CLU® RICP® CEPA®
Partner
Carr, Riggs, & Ingram

Luke leads the Advanced Planning Practice for its wealth planning group, Level Four Financial. He serves business owners, high-net-worth families and their advisors, creating plans that solve complex problems in the areas of tax, estate, and business succession planning. Leveraging integrated estate planning, he brings professional advisors and clients together to deliver clear recommendations and strategies.

Luke also leads the Level Four Business Solutions practice. This work is focused on helping business owners enhance their company's value with strategic consulting engagements in the areas of tax planning, employee retention & executive benefit planning, and exit/transition planning.

Brandon Clouch
Vice President Corporate Banking
Frost Bank

Brandon is a seasoned commercial lender at Frost Bank in Fort Worth. He has 7 years’ experience providing financing solutions to a wide range of industries including construction, heavy equipment dealerships, manufacturing, and Employee-Owned Companies. He has a deep understanding of the unique financial needs of each business and is able to design and implement customized financial packages to meet the specific requirements of his clients.

Jason S. Luter
Partner & Co-Chair
Dallas Office | BlankRome

Jason advises clients on the design and implementation of ESOP transactions, including seller-financed and leveraged and non-leveraged buyouts as part of ownership succession transactions, and provides ongoing legal counsel to ESOP-owned companies. He also represents independent fiduciaries in their role as purchaser in an ESOP transaction. His practice includes leveraged and non-leveraged buyouts, mergers, acquisitions, and the structuring and financing of ESOPs involving private equity. Jason also advises employers on the implementation of executive compensation arrangements that complement the ESOP structure and the culture inherent in an ESOP-owned company.

Registration Fees: 

This is a private XPX Dallas Member event only.

Free for XPX Dallas members and a FIRST TIME GUEST. (Member referral is required- members (not guest) must email angie@exitplanningexchange to sign up their guest). Guest must join membership to attend additional events.

Registration includes a full buffet breakfast plus coffee and juice.

Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member.

Our memberships are not sharable.  Membership benefits are only for the Individual Approved Member, not for other employees of the same firm or company.