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Exit Planning Institute (Pittsburgh Chapter)

April 29, 2021 @ 8:00 am - 9:30 am

If Capital Gains Rates Go Up, What Will That Do to M&A… Enter the ESOP Transaction


While taxes are not the only driving factor when deciding to sell a business, it is a major topic when considering if an offer on the table will work for the shareholders. The current thinking is that 2021 should not have any sweeping tax changes, but 2022 should. If this holds true then there will be a pretty clear line in the sand in terms of when a deal must be closed by to receive favorable tax treatment for the owners. We will discuss the pros and cons to an ESOP in this environment and how to play 2021 and 2022-2024 if considering an exit in that time frame.

Learning Objectives:

  • How to handle 2021 and could an ESOP or Partial ESOP benefit your business
  • What to do if you fit into the 2022-2024 exit time frame with potentially higher capital gains rates
  • Understand that you may have had a misconceived notion of what selling to an ESOP actually looks like and how it can be a part of a hybrid exit

About the Presenters:

Learn from a panel discussion moderated by Melissa Bizyak, Valuation Services Group Partner at Grossman Yanak & Ford LLP. Participating industry experts include Brian Baum, Managing Director of Interchange Capital Partners, and Daniel Zugell, Senior Vice President of Business Transition Advisors | ESOP Advisory Group of Capstone Headwaters and Mark Nicklas of Nicklas Supply.

Meet the presenters

Free to attend this webinar – earn one hour of CPE/CLE credit (approval pending)

CLICK HERE to register

Details

Date:
April 29, 2021
Time:
8:00 am - 9:30 am
Event Category:
Event Tags:
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Website:
https://exit-planning-institute.org/events/event/epi-pittsburgh-april-2021-chapter-event/

Venue

Webinar
PA United States + Google Map