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.