Breakout Session: Exploring Exit Planning Options at the 2023 Family & Closely Held Business Summit

# Family & Closely Held Business Summit BizTimes Media

Welcome to the Family & Closely Held Business Summit hosted by BizTimes Media on June 7, 2023. In this breakout session, we will be discussing various exit planning options for business owners, including internal and external sales, private equity, and the potential benefits of an Employee Stock Ownership Plan (ESOP).

**What is an ESOP?**

An ESOP, or Employee Stock Ownership Plan, is a unique way to sell your business while providing tremendous benefits to your employees. This program will explore the advantages of an ESOP, such as selling all or a portion of your company at fair market value, indefinitely deferring capital gains taxes, creating a tax-exempt company for employee owners, capitalizing on future business growth post-sale, and improving employee retention, productivity, profitability, recruitment, and culture.

**Expert Presenters:**

– Rick Jaye, AIF, CRC, Managing Director, Business Transition Advisors
– Kevin Perlberg, CFP, Managing Partner, Blackhawk Capital Partners
– Donald (Trace) Tendick III, MBA, CFP, Partner, Blackhawk Capital Partners

For more information, please visit [BizTimes Media](https://www.biztimes.com/).

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Family & Closely Held Business Summit
BizTimes Media
June 7, 2023

Breakout Sessions

Exit Planning Options: Internal Sale, External Sale, Private Equity – Is an ESOP Right For You? An ESOP, or Employee Stock Ownership Plan, is one of many different ways to sell your business. This program will explore these options and educate you on creating an exit strategy for business owners looking to both sell their business and provide a tremendous benefit to their employees. We’ll discuss how an ESOP can allow you to sell all or a portion of your company at fair market value, indefinitely defer all capital gains taxes, leave behind a completely tax-exempt company to the employee owners, retain the ability to capitalize on the future growth of the business post sale, and improve employee retention, productivity, profitability, recruitment, and culture. Presenters:

Rick Jaye, AIF, CRC, Managing Director, Business Transition Advisors
Kevin Perlberg, CFP, Managing Partner, Blackhawk Capital Partners
Donald (Trace) Tendick III, MBA, CFP, Partner, Blackhawk Capital Partners