SES to Exhibit at The Heckerling Institute on Estate Planning in Orlando, FL - SES Advisors
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SES to Exhibit at The Heckerling Institute on Estate Planning in Orlando, FL

Author: SES Advisors

Date: January 14-18, 2013
Location: Orlando World Center Marriott Resort and Convention Center

In addition to the regular conference sessions, SES Advisors and Empire Valuation Consultants will present a private lunch seminar entitled, “Using Employee Stock Ownership Plans for Business Succession and Estate Planning.” Co-managing shareholders at our sister law firm of Steiker, Greenapple, & Fusco, P.C., will join Chuck Coyne of Empire Valuation Consultants, LLC to present the following:

• How Empire Valuation Consultants determines the valuation of a privately held company and the practical steps your clients can take to make that process run smoothly
• How SES Advisors works with you and your clients to create the blueprint for the transaction (transaction analysis) and outline the key estate planning opportunities for your clients
• The steps your clients should take when carefully considering an ESOP transaction to maximize this tax-advantaged, controlled business transition option

Tuesday, January 15 from 12:45

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