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Please Join Us on 6/20: ESOPs as an Exit Plan for Construction Companies

  • 1.  Please Join Us on 6/20: ESOPs as an Exit Plan for Construction Companies

    Posted 06-07-2017 20:16


    On Tuesday, June 20, join us for a special panel discussion on ESOPs as an Exit Plan for Construction, Distribution and Manufacturing Companies. Our panel of experts will address the foundation for what makes a successful ESOP transaction.

    Seating is limited. RSVP by Friday, June 16 to David Fasi (david.fasi@ubs.com or 860-275-8006). For full details & invitation: click here

    Topics include:

    - ESOP Overview & Suitability

    - Employee Benefits

    - Seller & Corporate Tax Strategies

    - Overview of the Valuation Process

    - Funding Options for ESOPs

    - Industry Specific Issues (Construction, Distribution, and Manufacturing)


    Please note: We respect the privacy and confidentiality of our guests. 

      



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    David Fasi CFP®, CEPA®
    AVP - Wealth Management
    UBS Financial Services Inc.
    Hartford CT
    (860) 275-8006
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