Liquidity Strategies for Business Owners

September 17, 2013

This complimentary program is directed at owners, CEOs and CFOs of successful, privately held businesses, including government contractors, seeking liquidity options for the transition of their ownership interests. The seminar will focus on the flexibility and tax savings provided by Employee Stock Ownership Plans (ESOPs) as an available buyer for some or all of your shares. Expert speakers will address:

  • The valuation of privately owned firms
  • The structure and tax benefits of selling to an ESOP
  • Financing the ESOP sale, including senior and subordinated debt, to facilitate cash at closing
  • Reimbursement of ESOP costs as 'allowable expenses' under DCAA rules

Presented by:

Richard C. Mapp, III , ESOP Partner
Kaufman & Canoles

Dave Bogus, Valuation Consultant
Ellin & Tucker

Bob Anders
Plexus Capital

Paul Horn, ESOP Trustee
WorkPlace Consultants, LLC

Tuesday, September 17, 2013
The Ritz-Carlton, Tysons Corner
Plaza Room

8:00 - 8:30 a.m. Registration & breakfast
8:30 - 10:00 a.m. Program

To register, click on the link below; or for more information, contact Erin Holland at (757) 624-3232 or (804) 771-5722.