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 […]

ESOPs: Advanced Considerations

You're Invited to join us on July 16, 2020 for the next Executive Financial Services Webinar Selling a company to an Employee Stock Ownership Plan (ESOP) provides a business owner with a tax-efficient ownership succession planning strategy. This webinar will go beyond the ESOP basics to discuss advanced ESOP considerations. The speakers discuss how a […]

Webinar – ESOPs: Lessons Learned

What Julius Caesar said more than 2000 years ago is still true today: "Experience is the teacher of all things." In this webinar, we will share some key lessons learned from our 35 years of ESOP experience through case studies. We will discuss positive and negative characteristics of ESOP candidates by examining some recent transactions, […]

Webinar: Consider an ESOP, If…

Many business owners think their only liquidity opportunity is a sale to private equity or to a competitor. Employee stock ownership plans (ESOPs) provide an alternative liquidity strategy that allow owners to receive full value, on a tax-advantaged basis, while rewarding employees and protecting their jobs. In this webinar, which is new to our webinar […]

ESOPs in Ownership Transition

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? […]

ESOPs: Advanced Considerations

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  Click to view this email in a browser ESOPs: Advanced Considerations February 16, 2021 Noon - 1:00 ET Join us for our Upcoming Webinar You're Invited to join us on February 16, 2021 for the next Executive Financial Services Webinar ESOPs: Advanced Considerations Tuesday, February 16, 2021, Noon - 1:00 ET Selling a company […]

ESOPs: Lessons Learned

You're Invited to join us on March 16, 2021 for the next Executive Financial Services Webinar ESOPs: Lessons Learned Tuesday, March 16, 2021, Noon - 1:00 ET What Julius Caesar said more than 2000 years ago is still true today: "Experience is the teacher of all things." In this webinar, we will share some key […]

ESOP Activity Update

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ESOP activity continued to boom in 2020 and there are many factors in play that could cause the boom to accelerate in 2021 and beyond. In this new EFS webinar we will discuss the increased awareness of ESOPs among business owners and their advisors, the factors that will cause ESOP activity to accelerate, key financial […]


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