ESOPs as an Exit Plan

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Our panel of experts will discuss ESOP transactions and how to exit your company by selling to your employees.

TOPICS

  • ESOP overview and suitability - Employee benefits.
  • Seller and corporate tax strategies - Funding options for ESOPs.
  • Overview of the valuation process - ESOPs and private equity.
  • Regulation and importance of trustees

HOSTED BY

Warren Hennagin, CPA
Partner - Construction, Manufacturing, Professional Services
Marcum LLP

Leslie A. Lauer, CFP, CHFC
UBS Financial Services Inc.
The ESOP Group
Managing Director - Wealth Management
Private Wealth Advisor

Carl J. Hattermann
UBS Financial Services Inc.
Senior Vice President - Wealth Management
Strategic Partner of the ESOP Group

GUEST SPEAKERS

Leslie A. Lauer, CFP, CHFC
UBS Financial Services Inc.
The ESOP Group - Atlanta, GA

Miguel Paredes
President - Prudent Fiduciary Services
West Covina, CA

Scott Adamson
Managing Partner - Vedder Price
Los Angeles, CA

Chris Kramer
Managing Director - Strategic Equity Group
Orange County

Richard Joseph
Managing Director - Chartwell Financial Advisory, Inc.
Orange County


Time and Location

  •  

    January 30, 2018

  •  

    7:30 AM - 11:00 AM

  •   

    Andrei's Conscious Cuisine
    2607 Main Street
    Irvine, CA  92614



Questions