Find Your Resource

This session will review the estate planning opportunities that are available to business owners who are undergoing an ESOP transaction.

In this session, we will explore relevant transaction alternatives available to highly-regulated businesses such as healthcare and, in particular, senior housing and elder care. Introduction of exit strategies from recapitalization/financing structures to selling to strategies for cash or employees through a stock sale will be covered.

This webinar will discuss the accounting treatment and other implications of often-overlooked alternatives to a traditional leveraged ESOP deal structure.

Given the economic volatility that has arisen since the onset of the pandemic there are many factors that impact valuations that are outside the control of management. Let's explore how inflation, supply chain, and political policy, amongst others impact the valuation of privately held companies.

This webinar will explore important considerations when planning leadership succession at the C-Suite level, in service to the successful sustainability of your employee-owned company. We'll also discuss the current COVID-19 crisis and its potential impact on succession issues.

Every ESOP has fiduciaries, and it's important for fiduciaries to understand their responsibilities. This presentation will give ESOP fiduciaries, such as committee members and trustees, a course in what their fiduciary duties are and why they are important.

Discuss the many nuances of ESOP plan design.

How well educated are your employees about financial wellness? As employee-owners, they have more possibilities and more to think about. This series of conversations with ESOP financial advice experts Peter Newman of Peak Wealth Planning and Jamie Waldren of Wells Fargo Retirement Advisory Services is packed with tools that you can use to help educate your management team and employees.