Learn why an ESOP is better for You,
your Business, and your Employees
Upcoming Web Seminar
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.”
"This webinar helped clarify both the exit plan and how we can support employees at the same time."
🎯 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.
✅ Reserve Your Spot Now
10:00AM – 11:30AM PT
11:00AM – 12:30PM MT
12:00PM – 1:30PM CT
1:00PM – 2:30PM ET