06.13.2023 - ESOPs
How ESOPs benefit Business Owners and Employees
Presented by Leslie Lauer, CFP®, ChFC®, CEPA®, The ESOP Group | UBS Financial Services Inc.
This is an excellent overview from expert Leslie Lauer on how Employee Stock Ownerships Plans ("ESOPs") work and the benefits to employers and employees.
For business owners, ESOPS offer a great way to achieve liquidity while minimizing taxes. The topics covered included:
- ESOP overview and suitability
- Tax and other benefits for the seller, company and employees
- Transaction process, timeline and cost
- Side by side comparison of third-party sale to an ESOP
- ESOPs and private equity
Attendees Comments:
A few comments from listeners:
Very informative. New ideas learned were tax efficiency of the ESOP and advantages of creating one. Great presentation!
- Kathleen D.
An ESOP is much more than path to employee ownership. It can protect trade secrets, eliminate taxes, and protect "company towns" from opportunistic buyers. Excellent presentation.
- Kelly N.
Never knew ESOPs could be used in so many ways. You certainly got the "best" in presenters-very knowledgeable! Nice Job!
- Kevin K.
The flow chart with the numbered steps was really, really helpful in understanding the process/setup.
- Todd C.
Very informative. New ideas learned were tax efficiency of the ESOP and advantages of creating one. Great presentation!
- Kathleen D.
An ESOP is much more than path to employee ownership. It can protect trade secrets, eliminate taxes, and protect "company towns" from opportunistic buyers. Excellent presentation.
- Kelly N.
Never knew ESOPs could be used in so many ways. You certainly got the "best" in presenters-very knowledgeable! Nice Job!
- Kevin K.
The flow chart with the numbered steps was really, really helpful in understanding the process/setup.
- Todd C.
Very informative. New ideas learned were tax efficiency of the ESOP and advantages of creating one. Great presentation!
- Kathleen D.
An ESOP is much more than path to employee ownership. It can protect trade secrets, eliminate taxes, and protect "company towns" from opportunistic buyers. Excellent presentation.
- Kelly N.
Never knew ESOPs could be used in so many ways. You certainly got the "best" in presenters-very knowledgeable! Nice Job!
- Kevin K.
The flow chart with the numbered steps was really, really helpful in understanding the process/setup.
- Todd C.