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Subject: 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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