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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.



“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.


Convene at 101 Park Avenue

Event Speakers


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

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




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

Register Now

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