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2020 Building Business Value | Tri-State

Hosted in New York Thursday, January 23, 2020 8:30 a.m. - 12:05 p.m.

Event Overview

“What’s next?”

It’s a question to answer before urgency clouds strategy.
Building business value is critical to improved valuation of your company, and to ultimately executing a sale that nets you a gain worthy of your investment. This Executive Workshop will accelerate the conversation, connecting you with peers and trusted advisors that can help you as you move forward.

Industry experts — chosen for their proven authority on the subject — will provide actionable tools to help you plan now for your company’s sale, keeping your goals for a successful exit at the forefront.

Key takeaways will include:

  • Three strategies to start multiplying your money and predictably growing serious wealth.
  • Thorough understanding of how Employee Stock Ownership Plans (ESOPs) are an effective tool for business owners seeking equity monetization, tax efficiency and enhanced employee benefits.
  • Tips to better manage risk to not derail a sale.

You’ve invested a great deal into building your company. Dedicate this morning to thinking about what’s next, and leave primed to start strategizing. Register now.

Members and guests welcome. For more details contact Amanda Tubbs, Event Planner, at amanda.tubbs@vistage.com.

Why Attend


Selling your business could be the most lucrative transaction of your career.

Get informed to maximize your chances of success, and make valuable connections as you move forward. If you have specific concerns and challenges, this is an opportunity for facetime with experts in the field who can point you in the right direction, and offer guidance in the future.

This workshop will provide an overview of:

Employee Stock Ownership Plans (ESOPs)

  • Key practical and strategic concepts.
  • Critical tax implications (corporate and personal).
  • How ESOPs can be an effective tool for business owners seeking equity monetization, tax efficiency and enhanced employee benefits — who are also concerned about their legacy, business continuity and estate planning.

Money multipliers

  • How to minimize your tax burden when you sell your company.
  • An example of how a business used a specific strategy that saved $1M in income taxes.
  • How to better manage the risk of a business to not derail a sale, while boosting personal wealth.

Event Speakers


Lawrence Kaplan

Founder & Managing Director, CSG Partners

ESOP: A Tax-efficient liquidity alternative

Did you know you can partially or completely sell your private company, and still maintain leadership and upside? Consider what is possible with an Employee Stock Ownership Plan (ESOP). This presentation from CSG Partners will cover key practical and strategic concepts behind ESOPs, review critical tax implications (corporate and personal), and demystify the notion of an employee trust.


Michael Gold

President & CEO, Gold Family Wealth, LLC

Money multipliers

How can you safeguard your business, while building your assets? In this presentation, Michael Gold will explore sophisticated, proven financial solutions. Often thought accessible only to an elite few, these tactics can be explored by any business owner. Don’t reinvent the wheel, and don’t sell yourself short. Start multiplying your money — predictably growing serious wealth — with three key strategies.


Agenda

Convene at 101 Park Avenue

8:30 – 8:45 a.m.
Check-in and breakfast

8:45 – 9:15 a.m.
Welcome and networking activity

9:15 – 10:30 a.m.
Lawrence Kaplan, Founder & Managing Director, CSG Partners ESOP: A Tax-efficient liquidity alternative

10:35 – 10:45 a.m.
Break

10:45 – 12:00 p.m.
Michael Gold, President & CEO, Gold Family Wealth, LLC Money multipliers

12:00 - 12:05 p.m.
Closing remarks

Sponsors



Pricing

Members through January 2: $55 | After January 2: $65

Guests through January 2: $75 | After January 2: $85

Location

Convene at 101 Park Avenue
101 Park Avenue
New York, NY

Register Now

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