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ESOPs in Ownership Transition

January 12, 2021 @ 11:00 am - 12:00 pm

Did you know:

  • That a business owner can sell his or her business on a tax-free basis and continue to be active in the business after the sale?
  • That a company can receive a tax deduction for principal payments on a loan?
  • That a company can deduct the dividends that it pays on its stock?
  • That a for-profit company can operate as a tax-exempt entity?

An Employee Stock Ownership Plan (ESOP) is a popular strategy for ownership succession planning that takes advantage of the features listed above. This webinar addresses how a business owner can use an ESOP to provide him or her with liquidity and how a company can use an ESOP for tax planning purposes. After this webinar, attendees will be able to:

  • Discuss ESOPs and explain how they work
  • Identify the tax advantages that an ESOP provides to a business owner and a sponsoring company
  • Demonstrate how an ESOP provides competitive valuation and efficient financing
  • Recognize how an ESOP aligns the interests of a business owner and the employees of a company

Click Here to Register


January 12, 2021
11:00 am - 12:00 pm


Kelly Finnell
Andrew Holmes

Recognized Thought Leaders


Executive Financial Services, Inc.
3350 Players Club Pkwy, STE 330
Memphis, TN 38125

Fax 901.682.8653

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