XPX DC Metro: ESOPs — How They Work & When They Make Sense

Employee Stock Ownership Plans (ESOPs) ESOPs sit at the intersection of tax strategy, succession planning, and liquidity—yet they are one of the most misunderstood exit options. Please join us for this month’s XPX meeting as a Keith Apton, and Kaveh Gilanshah of the Capital ESOP Group, demystify Employee Stock Ownership Plans (ESOPs) and their role in today’s exit planning landscape. This session will explain how ESOPs work, what types of businesses and owners they best serve, and how the current ESOP environment is evolving amid changing market conditions.  Please join us and consider inviting a guest who would benefit from a practical, up-to-date understanding of when ESOPs are a compelling exit option—and when other strategies may be more appropriate.

Our Speakers:

Kaveh Gilanshah
Sr. Wealth Strategy Associate
Capital ESOP Group

Kaveh Gilanshah, Senior Wealth Strategist, focuses on educating business owners on employee stock ownership plans (ESOPs) as a tax-efficient exit strategy. He works closely with business owners, their advisors, and their families to help ensure they are evaluating all available succession paths, ensuring the strategy they pursue aligns with their long-term financial goals and legacy objectives. He is a Certified Exit Planning Advisor (CEPA®) and serves as an associate member on the Advisory Committee on Finance Issues of the ESOP Association. He speaks regularly at national conferences, UBS-sponsored business owner events across the country, and at The Exit Planning Institute focusing on delivering clarity and personalized guidance to help clients make informed decisions.  Based in Washington, DC, Kaveh is an avid tennis player, skier, and active member of the United States Tennis Association.

Keith Apton
Managing Director
The Capital ESOP Group

Keith Apton is the Managing Director of The Capital ESOP Group at UBS, a comprehensive financial advisory team that exclusively supports the ESOP business nationally for UBS financial advisors and clients. Keith has over 24 years of experience in the financial services industry, with an extensive background in corporate finance. Keith leads the team’s private wealth business, in which he works to determine client needs and match them with the proper resources of UBS, a leading global wealth manager. As an active member of the ESOP community, Keith has a total participation in ESOP transactions that exceeds 5.7 billion of liquidity in successful transactions across various sectors and industries. He coauthored the book Selling Your Business to an ESOP, now in its ninth edition. Outside the office, he enjoys traveling, fly-fishing, reading and spending time at his family farm in Virginia. More than anything, he simply loves being a dad. Keith lives in Washington, DC with his daughters.

Agenda:

7:30 -8:15 Networking
8:15- 9:30 Program/Admin

Registration Fees:

XPX DC Members in good standing – $35.00 so join Today!
XPX DC Members Same Day Fee - $45.00

Other XPX Chapter Members – $50.00
Other XPX Chapter Members Same Day Fee - $60.00

Non-Members – $60.00
Non-Members Same Day Fee – $70.00

Full breakfast is included.

BRING A FIRST-TIME GUEST TO XPX!

XPX DC members are encouraged to bring a first-time guest (FREE) for this event. Members (not guest), can contact angie@exitplanningexchange.com to register your guest. 

Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.