Eggs & ESOPS: Tax Advantaged Way to Sell Your Company

Dear Friends, Colleagues, and Clients,

2020 forecasts to be a year of significant M&A activity.  If you are considering selling your company and the idea of paying tax rates of 40% or more of your gain is unappealing, you will want to learn about the age old technique called the Employee Stock Ownership Plan (ESOP), an IRS approved tax advantaged business exit strategy.

Carl J. Hattermann has assembled some of the more esteemed experts on ESOPs for an in depth discussion on the ESOP, on Tuesday, February 18, 2020. The breakfast commences at 7:30a.m. followed with the panel discussion from 8:00a.m.-10:00a.m.

Afterwards, you are encouraged to speak privately with the panelists.  Subscribers to Client Alert are invited to attend this breakfast event.

Guest speakers, Leslie A. Lauer CFP, ChFC, Greg Fresh and Miguel Paredes, M.B.A. will discuss how to exit your company by selling to your employees in an ESOP.

Main topics:
  • ESOP overview and suitability
  • Seller tax strategies
  • Overview of the valuation process
  • Regulation and importance of trustees
  • Employee benefits
  • Funding options for ESOPs
  • ESOPs and private equity

Hosted by Leslie A. Lauer, CFP, ChFC and Carl J. Hattermann

Located at Andrei’s Conscious Cuisine 2607 Main Street Irvine, CA 92614

Please RSVP with the following Code: HYCET to:

Carl Hattermann                            June Bahr
949-717-3966                                  949-717-5688 

Please contact Kathryn Weber, (949) 333-8152 with questions.

For more information about any of the information discussed in this Client Alert, or any other income or estate tax planning or risk mitigation planning assistance, please contact the: Jeffrey M. Verdon Law Group, LLP at or 949-333-8152.

Posted in Client Alert.