Auto Dealership Webinar: Liquidity & Succession Planning Using ESOPs - State of the Market - SES Advisors
  • 888.SES.ESOP
News & Events

Auto Dealership Webinar: Liquidity & Succession Planning Using ESOPs – State of the Market

Author: SES Advisors

January 9, 2013 Are you or your clients interested in selling a business in a tax-advantaged private transaction where the owner controls the information, timing and amount of sale? Steve Greenapple from SG&F, Merri Ash of First Bankers Trust and William O’Brien from Morgan Stanley will share insights from hundreds of closed transactions regarding selling stock to an ESOP in a structure that is tax-prudent for the owner and the company, along with an update on financing markets.

In this webinar, you will learn:

  • Who can benefit from an ESOP?
  • Franchisor Consent to transfer ownership under an ESOP
  • How existing debt/leverage can impact an auto dealer’s plans to utilize an ESOP
  • Q&A discussion about an auto dealer who transferred ownership using an ESOP

Date: Wednesday, January 9, 2013
Time: 12:00 – 1:00 p.m. Eastern Time
Presenters: Steve Greenapple, shareholder of Steiker, Greenapple, & Fusco, P.C., Merri Ash, Vice President of First Bankers Trust Services and William O’Brien, Senior Vice President-Wealth Management at Morgan Stanley Wealth Management
Topic: Liquidity & Succession Planning Using ESOPs – State of the Market

Register now. Log in information will be emailed to you the day before the webinar.

Please Note: Continuing educational credits are not available for this webinar.

Subscribe to our mailing list

  • This field is for validation purposes and should be left unchanged.
Is an ESOP right for you?
×