Employee stock ownership plans are having a moment. From WSJ to 60 Minutes to some high-profile transactions, these powerful M&A alternatives are in the zeitgeist. But when it comes to building a solid succession or exit plan, buzz-worthiness is no substitute for a good fit.  So, when does it make sense to consider a leveraged ESOP?  David Blauzvern, an award-winning advisor with CSG Partners, will share the common use cases and metrics behind successful ESOP strategies. He’ll also explain how closely-held companies can maximize ESOP benefits as well as outline the costs and potential downsides of a typical transaction.  This session is geared for advisors who have been introduced to ESOPs, but who have yet to apply an employee ownership strategy in a real-world engagement.  Learning Objectives  Appreciate when ESOPs are good fits for private and family-owned companies  Identify scenarios and use cases that lend to effective ESOP strategies  Learn how ESOP feasibility is assessed  Understand the basic elements and costs of an ESOP transaction

For your clients who are selling a business or an associated real estate property, they count on you to successfully sell their business with a solution that benefits both the seller and buyer. A structured Installment Sale (SIS) is a solution that provides a guaranteed income stream to the seller which helps the seller defer and potentially reduce their taxes on the sale proceeds. For the buyer, a SIS helps differentiate their offer from other buyers and reduces administrative burdens associated with issuing installment payments.