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DTSTART;TZID=UTC:20240711T080000
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SUMMARY:Unlocking an ESOP’s Potential
DESCRIPTION:Employee stock ownership plans are having a moment. From WSJ to 60 Minutes to some high-profile transactions\, these powerful M&A alternatives are in the zeitgeist. But when it comes to building a solid succession or exit plan\, buzz-worthiness is no substitute for a good fit.  \nSo\, when does it make sense to consider a leveraged ESOP?  \nDavid Blauzvern\, an award-winning advisor with CSG Partners\, will share the common use cases and metrics behind successful ESOP strategies. He’ll also explain how closely-held companies can maximize ESOP benefits as well as outline the costs and potential downsides of a typical transaction.  \nThis session is geared for advisors who have been introduced to ESOPs\, but who have yet to apply an employee ownership strategy in a real-world engagement.  \nLearning Objectives  \n\nAppreciate when ESOPs are good fits for private and family-owned companies \nIdentify scenarios and use cases that lend to effective ESOP strategies \nLearn how ESOP feasibility is assessed \nUnderstand the basic elements and costs of an ESOP transaction
URL:https://exitplanwp.ituldev.com/event/unlocking-an-esops-potential/
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ORGANIZER;CN="BEI":MAILTO:events@exitplanning.com
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DTSTART;TZID=UTC:20240812T080000
DTEND;TZID=UTC:20240812T170000
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UID:19822-1723449600-1723482000@exitplanwp.ituldev.com
SUMMARY:2024 BEI National Conference
DESCRIPTION:Immerse yourself in a unique blend of diverse and collaborative content\, found nowhere else. Engage in interactive sessions offering best practices\, strategies\, and real success stories tailored to your interests. Delve into insightful panels and roundtable discussions focused on your preferred topics. \nBut that’s not all! In addition to our main event\, enjoy exclusive bonus opportunities: \n\nSchedule an interview to be featured on our renowned podcast\, Why We Plan.\nConnect with conference sponsors\, gaining access to valuable resources for your firm.\nParticipate in BEI Virtual Practice Groups or meet your group in person during the event.\nExperience live\, personalized demonstrations of PlanIt and other cutting-edge BEI Tools.\n\nDon’t settle for anything less than exceptional. Join us for an unforgettable journey that will elevate your practice to new heights.
URL:https://exitplanwp.ituldev.com/event/2024-bei-national-conference/
LOCATION:Four Seasons\, Denver\, CO\, United States
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ORGANIZER;CN="BEI":MAILTO:events@exitplanning.com
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