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

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.