ESOPs: Owner and Employees Win, Tax Man Loses

In recent years there has been a trend toward agencies using ESOPs for ownership succession and liquidity planning. This has been driven by a desire among owners to reward and protect employees, preserve company culture, while harvesting the tax benefits available through ESOPs.

In this session you will learn how to sell an agency tax-free; have it operate tax-free following the sale, while preserving company culture.

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Speakers

Kelly Finnell — President, Executive Financial Services, Inc.

James O’Donnell — EVP, Finance & Treasurer, 4As

Moderator

Ashwini Karandikar — EVP, Media, Tech & Data, 4As

Recorded on June 13, 2024