Event Details

Join us as we discuss how ESOPs can provide a critical tax and retirement planning opportunity for business owners or shareholders. Additionally, ESOPs can also provide an immediate or gradual tax-advantaged exit strategy while engineering the continued success of the business.

Our event will feature Daniel M. Zugell, Director for Business Transition Advisors. Business Transition Advisors is an independent national business transition consulting firm with special expertise in the feasibility analysis and implementation of ESOPs and has assisted over 1200 business owners and over 40,000 employees with over 6 billion in business values.

We will cover:

• Introduction to Leveraged ESOPs
• Modern ESOP Design & Structure
• Creative Financing Techniques
• Tax, Valuation & Control Issues
• Situations to Consider an ESOP
• General ESOP Candidate Profile
• And much more!

Licensed CPA – 1 CPE Credit Hour

Seating is limited and we kindly ask that you RSVP by May 7th. We hope you can make it!

Venue

Seasons 52
2502 E. Camelback Rd., Suite 140, Phoenix, AZ 85016

Date

Tuesday - May 10th, 2022

Time

11:30 a.m. - 1:00 pm.

Map