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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Learn why an ESOP is better for You,
your Business, and your Employees

Upcoming Web Seminar:

How Business Owners, Management, and Employees Can Benefit from ESOPs in 2024!

In 2024, many companies are looking for ways to minimize corporate taxes and maximize cash preservation, while also maintaining competitive employee benefits. Other companies are looking for ways to create liquidity for shareholders who wish to retire or reduce their ownership stake.

This 90-minute web seminar is free-of-charge and will show how ESOPs can be structured to accomplish these and other objectives that may be essential to the sustainability and success of your company in 2024!

Among the topics that will be covered are the following:

- What is an ESOP and what benefits can an ESOP provide to companies and their owners?
- What are the basic ESOP structures?
- How are ESOPs typically structured to accomplish any one or more of seven different shareholder/company objectives?
- What benefits can ESOPs provide for shareholders of S corporations?
- How are ESOPs typically structured to accomplish any one or more of seven different shareholder/company objectives?
- How are companies valued for ESOP purposes?
- How is ESOP financing structured?
- What is the impact of an ESOP on employee motivation and productivity?

Wednesday, September 25th, 2024

10:00AM – 11:30AM PT
11:00AM – 12:30PM MT
12:00PM – 1:30PM CT
1:00PM – 2:30PM ET

READY FOR AN ESOP NOW?

Interested in finding out how an ESOP could work for your company?

For a free preliminary analysis, just fill out our ESOP Feasibility Questionnaire.

FREE ANALYSIS

Man viewing esop presentation on computer screen.

Upcoming Webinar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2024!

July 24, 2024

Join us for a free, 90-minute web seminar on Wednesday, September 25th, 2024, where industry experts will guide you through the essential benefits of ESOPs. You’ll learn how ESOPs can be structured to meet your specific business needs, ensuring the sustainability and success of your company in 2024 and beyond.

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