Webinar: Protecting your Legacy and Exit in a Win/Win Way

August 28, 2024 11:00 AM - 12:00 PM (PDT)

Description

Protecting your Legacy and Exit in a Win/Win Way: What is an ESOP and Why It is a Powerful Exit Strategy for You and Your Employees.

Join Ambrose Advisors and the California Trucking Association for an exclusive webinar exploring the benefits of Employee Stock Ownership Plans (ESOPs) as an exit strategy and employee benefit tool. Discover why selling your company to an ESOP can ensure an extremely tax efficient liquidity event and a non-disruptive ownership transition, while maintain your company’s culture.  Our experts will demystify the ESOP process, share success stories from the logistics/transportation industry, and offer actionable insights to help you decide if this best-kept secret is suitable for you to explore further. Don’t miss this chance to protect your legacy, secure financial upside for your family, and empower your employees. Webinar topics covered will include:

•    What is ESOP?

•    How Do ESOPs Work?

•    Why Do Owners Choose ESOP?

•    What Makes a Successful and Sustainable ESOP?

•    Who Are the Parties Involved in an ESOP Transaction?

•    When to Consider ESOP as your Exit Strategy?