August 14, 2024

Join Us for a Special Lunch & Learn: ESOP 101

Lunch & Learn: ESOP 101

We are pleased to invite you to an exclusive Lunch & Learn event, where you’ll have the opportunity to explore the benefits of selling your business to an Employee Stock Ownership Plan (ESOP). This event, hosted by JPMorgan Chase and The Menke Group, is designed specifically for business owners who are considering an ESOP as part of their succession planning strategy.

Event Highlights:

Trevor Gilmore, CEO of The Menke Group

Keynote Speakers:
- Trevor J. Gilmore: CEO of The Menke Group, the oldest and largest ESOP advisory firm in the United States. Trevor brings decades of experience in guiding business owners through the intricacies of ESOP transactions.
- Jason Bolt: Executive Director at JPMorgan Chase’s ESOP Advisory Group. Jason will provide insights into the financial and strategic considerations that make ESOPs a compelling option for business owners.

What You Will Learn:
- The fundamentals of ESOPs and how they can be used to sell your business.
- The tax advantages and financial benefits of transitioning to employee ownership.
- Real-life examples and success stories of businesses that have successfully implemented an ESOP.

Networking Opportunity: Connect with other business owners who are exploring ESOPs, share experiences, and discuss potential challenges and solutions.

Event Details:

Date: Tuesday, September 17, 2024
Time: 11:00 a.m. PT / 2:00 p.m. ET
Location: JPMorgan Chase Client Center, L23, 560 Mission Street, San Francisco, CA 94105

RSVP by Friday, August 16, 2024 to secure your spot. For any questions, please contact Priscilla Lim at priscilla.lim@jpmorgan.com.

Don’t miss this chance to gain valuable insights from leading experts in the ESOP field and take a significant step toward planning the future of your business.

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Upcoming Web Seminar:

Maximize Success with ESOPs in 2025: A Free Webinar for Business Owners, Management, and Employees

As we move into 2025, businesses are navigating a dynamic economic landscape marked by evolving tax policies, rising employee expectations, and the need for sustainable growth strategies. Whether your goal is reducing corporate taxes, creating liquidity for retiring shareholders, or retaining top talent with competitive benefits, Employee Stock Ownership Plans (ESOPs) offer a proven pathway to success.

This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.

What You'll Learn

- What is an ESOP? A comprehensive overview of how ESOPs work and the transformative benefits they offer to companies and employees.
- Solutions for 2025’s Challenges: Strategies to tackle rising labor costs, preserve cash flow, and leverage ESOP tax advantages to build resilience.
- Tax Benefits for Owners & Companies: Explore ways ESOPs minimize taxes while boosting after-tax returns for selling shareholders.
- Attract & Retain Talent: Understand how ESOPs foster employee loyalty, enhance productivity, and drive long-term growth.
- Valuation & Financing Insights: Learn how ESOP valuations are conducted and discover flexible financing structures that support your business goals.

Why 2025 is the Year to Explore ESOPs

With increasing focus on equitable business practices, tax-efficient growth, and employee empowerment, ESOPs have never been more relevant. Research shows that ESOP-owned companies consistently outperform their peers in growth, profitability, and employee satisfaction—key factors in staying competitive in today’s economy.

This webinar is ideal for business owners, CFOs, HR leaders, and advisors seeking actionable strategies to adapt and succeed in 2025’s evolving marketplace.This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.