EPI Wisconsin Chapter Event | May 23, 2024 Walking to Destiny 2.0 The ESOP transaction can achieve

The ESOP transaction can achieve significant tax benefits for selling shareholders

and spreading exit planning awareness

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with the exit of millions of Baby Boomer business owners on the horizon totaling more than $10 trillion dollars in transferable wealth

EPI Wisconsin Chapter Event | May 23, 2024 Walking to Destiny 2.0 The ESOP transaction can achieveInitiating the exit planning conversation with an owner involves strategically outlining the three key stages of decision making. Additionally, it is crucial to address the method and selection of other advisors to assist in the overall process. Effectively guiding the owner through these steps while coordinating with relevant professionals ensures a comprehensive and well executed exit strategy. Learning Objectives: How to initiate the initial