ESOPs in Ownership Transition

Join us for our Upcoming Webinar

You’re Invited to join us on June 9, 2020 for the next Executive Financial Services, Inc. (EFS) Webinar

ESOPs in Ownership Transition
Tuesday, June 9, 2020, Noon – 1:00 ET

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