Venue
Webinar

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Event Date Fri Apr 23 CDT (6 months ago)
In your timezone (EDT): Fri Apr 23 1:00am - Fri Apr 23 3:00am
Location Webinar
Region Americas
Details

Presenters will outline how to build an effective succession planning and exit strategy for owners and executives of privately held businesses. They will cover ESOP structuring and accounting as well as economic, tax and estate planning. The discussion will also provide a comparison of alternative monetization strategies and touch on raising capital for transaction and business expansion

Join us for a comprehensive review of employee stock ownership plans (ESOPs), and building an effective succession planning and exit strategy for owners and executives of privately held businesses.

Key Topics:
• Comparison of alternative monetization strategies
• ESOP structuring
• Economic, tax and estate planning
• ESOP accounting
• Raising capital for transaction and business expansion
• Business valuation methods
• Managing multiemployer pension exposure
• Transaction process and advisors

Speakers

2021 Speakers

Timothy J. Desmond, CPA
Partner-in-Charge, Employee Benefit Services Practice

John N. Vitucci, CPA
Principal, ESOP Practice Leader

Peter Abrahamson
Managing Director and Founder, ESOP Structuring Specialists, Inc.

Ashley K. Sarokhan,
Senior Vice President – ESOP Practice Leader, Capital One

David N. Pardys
Partner, Holland & Knight

Alison K. Smith, MSM, MBA, CRPS, AIF
Vice President – Retirement Solutions, Principal Financial Group

Gerry Spitzer, CEPA, CPWA, CRPC
Senior Vice President, UBS Financial Services