Becker Private Equity & Business Podcast
Pull to Refresh Podcast
Compassionate Capitalism
EFS Client, Archer, Announce Big ChangesSign up here! Selling a company to an Employee Stock Ownership Plan (ESOP) offers business owners a tax-efficient ownership succession planning strategy. This webinar goes beyond a basic explanation of ESOPs to detail advanced ESOP transaction considerations including: • How a company's employees can utilize their 401(k) assets to help finance an ESOP transaction • […]
Register here for the webinar! Join Executive Financial Services’ team of experts, with 40+ years of experience, as we share invaluable insights on what makes a successful ESOP transaction through compelling case studies. You'll learn: How to identify the positive and negative characteristics of ESOP candidates About the crucial roles that professionals play in these […]
Register for the webinar here. Join EFS’ team and Professor Laura Miller, an AI and Ethics Specialist, for a thought-provoking webinar that dives into the groundbreaking world of Artificial Intelligence (AI) and its profound impact on the fields of finance, law, and banking. This webinar will provide valuable insights on leveraging AI to deliver exceptional […]
Register for this webinar here. ESOP transactions are usually described in very general terms, when often a specific detailed example is more helpful. This webinar will articulate the specific processes of an ESOP transaction. This webinar explores: • ESOP transaction journey: Understand the process from start to finish. • Client analysis: Assess ESOP feasibility for […]
Register Here Join us to hear about 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. WITH AN ESOP: •A business owner can sell his or her business on a tax-free basis and continue being active in […]
[…]
You understand the basics of an ESOP but now you want to take a deeper dive
Sign Up Today Join Executive Financial Services’ team of experts, with 40+ years of experience, as we share invaluable insights on what makes a successful ESOP transaction through compelling case studies. You'll learn: --How to identify the positive and negative characteristics of ESOP candidates --About the crucial roles that professionals play in these transactions --How […]
ESOP transactions are usually described in very general terms, when often a specific detailed example is more helpful. This webinar will articulate the specific processes of an ESOP transaction. This webinar explores: • ESOP transaction journey: Understand the process from start to finish. • Client analysis: Assess ESOP feasibility for a business. • ESOP trustee […]
You understand the basics of an ESOP but now you want to take a deeper dive into the details, in order to maximize the available benefits. Topics include: Warrants Stock Appreciation Rights Selling a minority percentage of stock Consider joining us to hear more about maximizing the ESOP benefits.
© 2024 Executive Financial Services, Inc.
Designed by Shelly Webber Consulting
