Employee stock ownership plans are having a moment. From WSJ to 60 Minutes to some high-profile transactions, these powerful M&A alternatives are in the zeitgeist. But when it comes to building a solid succession or exit plan, buzz-worthiness is no substitute for a good fit.  So, when does it make sense to consider a leveraged ESOP?  David Blauzvern, an award-winning advisor with CSG Partners, will share the common use cases and metrics behind successful ESOP strategies. He’ll also explain how closely-held companies can maximize ESOP benefits as well as outline the costs and potential downsides of a typical transaction.  This session is geared for advisors who have been introduced to ESOPs, but who have yet to apply an employee ownership strategy in a real-world engagement.  Learning Objectives  Appreciate when ESOPs are good fits for private and family-owned companies  Identify scenarios and use cases that lend to effective ESOP strategies  Learn how ESOP feasibility is assessed  Understand the basic elements and costs of an ESOP transaction

For your clients who are selling a business or an associated real estate property, they count on you to successfully sell their business with a solution that benefits both the seller and buyer. A structured Installment Sale (SIS) is a solution that provides a guaranteed income stream to the seller which helps the seller defer and potentially reduce their taxes on the sale proceeds. For the buyer, a SIS helps differentiate their offer from other buyers and reduces administrative burdens associated with issuing installment payments.

Immerse yourself in a unique blend of diverse and collaborative content, found nowhere else. Engage in interactive sessions offering best practices, strategies, and real success stories tailored to your interests. Delve into insightful panels and roundtable discussions focused on your preferred topics. But that’s not all! In addition to our main event, enjoy exclusive bonus opportunities: Schedule an interview to be featured on our renowned podcast, Why We Plan. Connect with conference sponsors, gaining access to valuable resources for your firm. Participate in BEI Virtual Practice Groups or meet your group in person during the event. Experience live, personalized demonstrations of PlanIt and other cutting-edge BEI Tools. Don’t settle for anything less than exceptional. Join us for an unforgettable journey that will elevate your practice to new heights.

Maximizing your Reach and Relevance with Business-Owning Clients After completing this webinar you will have client-facing tools and discussion points for connecting strategic capacity & business value analysis to the BEI exit planning process. You will also see a business growth & continuity analysis in action, used for linking your services to client needs at the front end of the exit conversation.

Foundational Value Drivers for Exit Planning Value drivers are essential characteristics that affect a company’s appeal to potential buyers. These drivers extend beyond just EBITDA and include factors such as risk, sustainability, and scalability. Different buyer groups prioritize these drivers in various ways.   In this webinar with Mike Mills and David Lefere from LaGrey Capital, learn how to use value drivers as a starting point for working with owners to create value in their businesses, as well as how to tailor conversations about value with owners at different stages of their journey.