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ESOPs: What the Sophisticated Advisor Needs To Know



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ESOP’s are the ideal exit and liquidity planning tool when business continuity, corporate legacy and employee retention are key drivers over upfront cash.  In his exclusive LISI Webinar, Rick Jaye will explain why ESOP implementation is expanding for both small, mid-market and large private companies. Rick will deliver an unbiased discussion of when an ESOP makes sense, when it doesn’t and what are the key drivers and obstacles for an ESOP to succeed over other exit options. 

Here’s a look at some of the topics Rick will cover is his 90-minute, content-packed webinar:

  • The market opportunity for ESOPs
  • The many uses for ESOPs
    • Business owner exit strategy/next generation transfer
    • Liquidity/diversification for closely held stock
    • Partner buy out
    • Desire for employee-owned culture
    • Divorces/immediate cash needs
    • Enhanced employee benefits/handcuffs
  • The impact of Section 1042 and qualified replacement property
  • S Corps and ESOPs
  • The use of warrants
  • The ROTH option

Rick Jaye is Senior Vice President of Business Transition Advisors,, Inc. With over 30 years of experience in the financial services industry, Rick has provided high level strategic business entity planning, business transition planning, tax mitigation consulting, risk management and benefit consulting services to institutional partners, banks, brokerage, CPA and laws firms. He is a well-known national speaker and instructor on topics of advanced tax, wealth, business entity planning, risk management strategies and retirement. Bachelor degree in Economics from University of California, San Diego with additional studies at Dartmouth College. Member of the National Center of Employee Ownership (NCEO)and the ESOP Association.



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