Upcoming CPE Webinar: ESOP OVERVIEW FOR OWNERS, CFOS & CPAS

Presenter, Phil DeDominicis

Please join me for a highly interactive, LIVE webinar on Thursday, January 07, 2021 | 02:00 PM EST to learn more about “ESOP OVERVIEW FOR OWNERS, CFOS & CPAS”. Attending this webinar will also qualify you for FREE CPE/CE Credits.

Here are a few key learning objectives for the workshop:

To identify when ESOPs may be useful.
To recognize basic facts about ESOPs and the benefits they provide owners & employees.
To differentiate between C corporation strategies and S corporation strategies.
To recognize how ESOPs valuations are derived.
To identify the pros and cons of seller financing versus bank financing.

I look forward to meeting with you soon!

VIEW MORE | REGISTER

Date: January 07, 2021 (Thursday)
Time: 2:00 PM EST
Subject Area: Business Management and Organization

Additional Information
CPE/CE Credits: 1 CPE | 1 CE
Course Level: Basic
Prerequisites: None
Advanced Preparation: None

Best regards,
Phillip DeDominicis

NASBA APPROVED

IRS APPROVED

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Learn why an ESOP is better for You,
your Business, and your Employees

Upcoming Web Seminar

Facing Headwinds, Building Ownership:

How ESOPs Help Businesses Navigate Rising Costs, Market Uncertainty & Succession Planning.

Free 90-Minute Webinar for Business Owners, CFOs & Advisors

📉 The Economic Reality

Inflation. Tariffs. Tight labor markets. Cost of capital on the rise.

2025 is shaping up to be a year where strategic moves—not reactive cuts—will define the companies that come out stronger. If you’re a private company leader facing rising costs and succession pressures, now is the time to consider the unique benefits of an Employee Stock Ownership Plan (ESOP).

🚀 What You’ll Learn

✅ ESOP 101: How it works, who qualifies, and why it’s more relevant than ever

✅ Countering Margin Pressure: Offset cost increases from tariffs and wages using ESOP tax incentives

✅ Tax Strategies for Owners & Companies: Capital gains deferral, corporate income tax reduction, and more

✅ Talent Retention: Keep your best employees with meaningful ownership—not just raises

✅ Valuation & Financing: Understand the 2025 deal landscape and flexible funding models

📌 Who Should Attend

This session is ideal for:

- Business Owners planning an exit or recap
- CFOs evaluating corporate tax or capital strategy
- Succession Planners seeking values-aligned ownership transitions
- HR & ESOP Committee Members aiming to understand the full value of employee ownership

💬 Hear From Past Attendees

“I came in skeptical. I left with a clear understanding of how ESOPs could be our best path forward—even in an uncertain economy.”

— Mark T., CFO, Manufacturing Company

"This webinar helped clarify both the exit plan and how we can support employees at the same time."

— Susan D., Founder & CEO, B2B Services Firm

🎯 Why 2025 is the Time for ESOPs

ESOPs can create a rare win-win:

- Liquidity for founders without third-party control
- Tax savings that protect cash and buffer costs
- Employee ownership that attracts, retains, and motivates talent
- In today’s economic climate, that edge is no longer optional—it’s essential.