Skip to content
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
Menu
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
Register
Register
Loading...
UBS Financial Services Presents:

Why is Everyone Talking About ESOPs?

May 21, 4:30 pm

– 4:50 pm

Camelback Ballroom

Register

Did you already purchase your Summit Registration? Add on a Workshop here

Add on Workshop

About This Session

This session goes beyond the ABCs of using an ESOP as an exit strategy including ideas on how to prospect for business owner clients, tools you can use to borrow your search, how to get the conversation started and an update on PE and ESOPs in a market with a lot of busted M&A transactions. Join Leslie Lauer, Managing Director, The ESOP Group, UBS Private Wealth Management for this Learning Lab.

Loading...
Leslie Lauer

Learning Objectives

Learn how to implement new strategies into your practice
Differentiate the conversation you’re having with COIs to get you in front of more opportunities
Gain an understanding of new tools and resources

Agenda

  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
  • Agenda
  • Workshops
  • Partners
  • Speakers
  • Venue
  • FAQs
  • VIP Packages
Register
Register

Register for the Summit using code

KEYNOTE

for a special $1,200 rate!

*rate ends February 17, 2023*
Register Now
I'm already registered