Preserving the Legacy: Exit Planning with ESOP

Tuesday, May 7, 2019 8:00 am
MB Financial Rosemont
6111 N River Rd
United States

Ensuring the best plan is in place for transitioning ownership and leadership of a business can be overwhelming, especially when there are employees, family members, and vendors who all count on the business.

In this workshop, we will discuss the option of selling a business to employees using an Employee Stock Ownership Plan (ESOP). We’ll learn:

  • How an ESOP works and how to explore this option
  • The benefits of an ESOP including an understanding of tax implications and succession planning
  • How to determine if an ESOP is the right choice for you

Presented by CFBC Strategic Partners:

Elizabeth Di Cola – Managing Director of the ESOP Finance Group, MB Financial Bank

Elizabeth specializes in working with closely held business owners and management teams in developing financing alternatives to support ownership transitions, particularly through the use of leveraged ESOPs. She also provides guidance in structuring post-transition financing to support ESOP companies' on-going strategic needs.

Jeffrey C. Rambach – Partner at Burke, Warren, MacKay & Serritella P.C.

Jeffrey helps clients navigate the complex world of tax law to uncover value-maximizing tax credits. His tax practice encompasses four main areas: tax credits, transactional tax, private client/wealth management, and non-profit organizations.

CFBC Members & Strategic Partners: To Access Member Tickets, You Must Be Logged In. Contact Liz with questions.

Please note: "Member Guest" tickets are for CFBC member company employees and guests of CFBC members.

Details Price Qty
The Member & Strategic Partner is available to members only. On Sale
Member Guestshow details + $0.00 (USD)  
DePaul Faculty & Staffshow details + $0.00 (USD)  
DePaul Studentshow details + $0.00 (USD)  
DePaul Alumnishow details + $50.00 (USD)  
Non-Member Guestshow details + $75.00 (USD)  

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