Employee Stock Ownership Plans (ESOPs): Latest Trends and Developments in the 2017 Landscape

Production Date: Thursday, June 01, 2017 from 3:00 pm to 5:00 pm (ET)
employee wellness concept
Marc S. Schechter
Daniel M. Zugell, CLU, ChFC, LUTCF
Keith A. Mericka
David Jasmund

SPEAKER FIRMS:

About Butterfield Schechter LLP

Butterfield Schechter LLP is San Diego County's largest firm focusing its law practice primarily on employee benefit plan matters. Butterfield Schechter LLP was founded in 1998 by Robert K. Butterfield and Marc S. Schechter. The attorneys at Butterfield Schechter LLP are dedicated to providing top-quality legal service tailored to clients' needs. Our commitment to excellent service and our combined experience fosters positive and efficient solutions for clients. The firm's persistent effort to prevent legal problems from occurring encourages the development of long-term client relationships. Our broad-based clientele includes corporations, individuals, partnerships, limited liability companies, joint ventures, qualified retirement plans, nonprofit organizations, and government agencies.

Website: http://www.bsllp.com/

About BTA, Inc.

Business Transition Advisors specializes in ESOP consultation and analysis including feasibility studies, implementation, financing, employee communications and more. Our holistic approach reaches beyond basic installation of an ESOP and takes into account the total needs and consequences for the seller, company, management, and employees. Our collective experience with hundreds of clients offers a unique perspective to address business owner liquidity using the most advanced and creative techniques available, while incorporating the brightest ESOP professionals in their respective fields.

Website: http://businesstransitionadvisors.com/

About The ESOP Group | UBS Financial Services Inc.

While many of our clients initially come to us for our ESOP insight and execution, we view that transaction as part of the larger scope of your wealth management strategy. Our experienced team is well-versed in addressing the complex wealth advisory and planning challenges affluent investors face. With deep expertise and resources for addressing complex wealth challenges, UBS Private Wealth Management and The ESOP Group offer perspective and insights into what affluent clients need and expect—industry-leading innovation, global solutions and an exceptional level of service and execution. 

Website: http://financialservicesinc.ubs.com/team/teg/

About PCE Investment Bankers, Inc.

Our experienced team provides middle-market business owners with award-winning investment banking, valuation, advisory and ESOP services. Since 1997, PCE has offered middle market clients the sophistication of a full-service firm with the individualized attention of a boutique firm.

Whether you’re buying, expanding, merging, or selling a company, PCE will identify the best capital strategies and solutions for your personal and corporate goals. PCE has installed and designed more than $2 billion in ESOP transactions for privately held companies around the country.

Website: http://pcecompanies.com/

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