Employee Ownership Overview for Financial Professionals

123 South West Shore Boulevard,Tampa FL 33609

18 May, 2022

Description

Employee Ownership Overview for Financial Professionals Financial professionals play an integral role in helping business owners with their succession and exit planning, as it is in their best interest to maintain client relationship after such transitions. However, the option of selling the business to employees is rarely considered because most advisors are unfamiliar with the process or where to find the right expertise. This one-hour session will provide professionals with an overview of employee ownership options, how to identify businesses that could be good candidates for employee ownership, and how this form of exit planning can be a great solution for business owners, employees, and even their advisors. Presenters: M. John Burgess, Attorney at Law, Shumaker Manny Calzon, Managing Director, Pilot Hill Advisors Roy Messing, Executive Director of the Florida Center for Employee Ownership