UBS Financial Services Presents:
Did you already purchase your Summit Registration? Add on a Workshop here
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.
