Sessions 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.
This session will explore how Employee Stock Ownership Plans (ESOPs) provide business owners with a powerful and tax-advantageous exit strategy. Learn how selling your company to employees through an ESOP can offer a TAX-FREE transition, preserve company culture, and ensure the long-term success of your business. We'll discuss the financial, legal, and strategic benefits of ESOPs, and show how they create a win-win scenario for both business owners looking to retire and employees stepping into ownership. Discover how this innovative approach can make your exit smooth, efficient, and rewarding. We will also discuss the various business opportunities available to you as an advisor, which you can pursue alongside these business owners in areas such as insurance, estate planning, charitable giving, and asset management.
- Explain the key tax advantages and benefits of implementing an ESOP as an exit strategy for business owners Identify how ESOPs can maintain company culture and support business continuity during ownership transitions Evaluate the financial, legal, and strategic components of ESOP transactions Recognize advisory opportunities in insurance, estate planning, charitable giving, and asset management during ESOP transitions.
