You’re invited to our upcoming discussion panel featuring UBS advisors Leslie Lauer and Rebecca Glasgow of The ESOP Group (Employee Stock Ownership Plan). They will provide an overview of ESOP transactions and how to exit your company by selling to your employees.
Learning Objectives: Attendees will gain an overview knowledge of ESOP and suitability. Attendees will learn the transaction process, timeline, and cost. Attendees will learn the tax and other benefits for the seller, company, and employees. Attendees will see a side-by-side comparison of third-party sale to an ESOP and understand ESOPs and private equity.
About Leslie Lauer: Early in her career and just five days after entering the employee benefits field, Leslie attended her first national conference—she was immediately hooked on the idea of business owners selling to their employees. Since then, she has dedicated her career to advising business owners on their succession options, specifically employee stock ownership plans (ESOPs). Today, as a multi-credentialed member of The ESOP Group, Leslie continues to work closely with business owners and their families. With more than 30-years of expertise, she and her team are uniquely qualified to assist clients on all aspects of tax, estate and retirement planning, asset allocation, insurance solutions, lending, and strategic philanthropy. Leslie advises a number of corporate client relationships as well, providing them with cash management, executive compensation and captive insurance company asset management.
December 13, 2022
12-1 PM via Zoom
Earn 1.0 LU
Members, Assoc. Members, Sponsors: $5