Join GrayRobinson for an ESOP Market Update

The Event:

2013 proved to be a very receptive market for ESOP transactions with a rebound in valuations and a favorable borrower’s market for debt. In 2014, the amount of ESOP activity in the market is increasing as business owners who have wanted to monetize their business ownership are seeing the values of their companies growing. The increases in tax rates starting in 2013 have accelerated the interest in ESOPs because of their unique tax advantages for both income tax and estate planning purposes. Business owners who want to continue to run their companies are often surprised to learn how they can sell part or all of their company to an ESOP yet continue to retain management control.

Please join us for an insightful discussion on some of the market specifics of 2013, what we expect to continue into 2014 and what might change.

In this seminar about ESOPs, you will learn:

·         How business owners can sell all or part of their stock to gain liquidity while continuing their salary, benefits, and control of the company.

·         How to sell all or part of a company ownership and pay no capital gains tax

·         How to sell stock to company employees at its full Fair Market Value.

·         How to deduct 100% of payments for owner’s stock, and make the company “Tax Free” to no longer pay state and federal income tax.

·         How employee-owned companies operate and why they succeed.

·         How an ESOP can maximize the business owner’s family wealth and liquidity.

Featured Speakers:

Michael J. Canan (GrayRobinson, P.A.)

David J. Ottinger (GrayRobinson, P.A.)

Milton A. Vescovacci (GrayRobinson, P.A.)

William Stewart (PCE)

Who Should Attend?

Business owners, accountants, financial advisors, insurance professionals, bankers, or any professional who would like to learn more about the benefits of Employee Stock Ownership Plans.

When and Where?        

Morning Session:

Tuesday, June 10, 2014, 8:30-11:30 A.M. Breakfast will be served.
GrayRobinson, P.A. 401 East Las Olas Blvd. Suite 1000, Fort Lauderdale, FL 33301
RSVP: [email protected]