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Nov 29

ESOPs: How Successful Advisors Participate & Benefit

November 29 @ 12:00 pm - 1:00 pm

Are you an exit planner, financial advisor, consultant, or professional seeking to enhance your expertise in Employee Stock Ownership Plans (ESOPs)? Join us for an engaging webinar, “ESOPs: How Successful Advisors Participate and Benefit,” where you’ll gain valuable insights into the world of ESOPs and discover how to leverage them to benefit your clients and your own practice.

Webinar Highlights:

  1. Understanding ESOPs: Dive into the fundamentals of Employee Stock Ownership Plans, including their purpose, structure, and key benefits for both employees and business owners.
  2. ESOP Success Stories: Hear real-life case studies of companies that have successfully implemented ESOPs, showcasing the transformational impact on their organizations.
  3. Advisory Role in ESOPs: Learn how exit planners, financial advisors, attorneys, CPAs and valuation advisors can play a crucial role in guiding business owners through the ESOP process, from initial considerations to implementation and ongoing management.
  4. Advisors’ Benefits: Uncover the significant advantages financial advisors and other professionals can enjoy by adding ESOPs to their practice, including a potentially expanded client base and increased revenue streams.
  5. Q&A Session: Get your specific ESOP-related questions answered by our expert panel, composed of seasoned advisors and ESOP specialists.

Who Should Attend:

  • Exit Planners and Financial Advisors
  • CPAs and Tax Professionals
  • Attorneys and Legal Advisors
  • Business Owners Considering ESOPs

Join us for this enlightening webinar, where you’ll gain the knowledge and tools needed to position yourself as a trusted advisor in the world of ESOPs. Whether you’re looking to expand your practice or help your clients explore innovative succession planning options, this webinar is your gateway to success in the ESOP arena.

Don’t miss this opportunity to unlock the potential of ESOPs and take your advisory career to new heights. Reserve your spot today at the link below and the Zoom information will arrive in your inbox!


November 29
12:00 pm - 1:00 pm


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