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SESSION OVERVIEW

The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.

Are you a business owner considering your exit strategy, or an advisor guiding clients through succession planning? This session clarifies Employee Stock Ownership Plans (ESOPs) — one of the most powerful yet underutilized tools for business transitions. Whether you're exploring how to reward and retain your team, seeking tax-efficient exit options, or evaluating alternatives to traditional third-party sales, this session provides the strategic insights you need to make informed decisions 

  • ESOP overview and suitability

  • Tax and other benefits for the seller, company and employees

  • Overview of the transaction process, timeline and cost

  • Side-by-side comparison of third-party sale to an ESOP

  • How are ESOPs financed

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