Atlantic Management Company, Inc.,
Steiker, Fischer, Edwards & Greenapple, P.C.
Cordially Invite You to Attend a Private Breakfast Business Workshop
Wednesday, September 10, 2008
8:30 – 11:30 a.m.
Doubletree Hotel Boston/Westborough
5400 Computer Drive
Westborough, MA 01581
This is a complimentary workshop exclusively for a limited number of owners
and officers of privately-held companies, and their professional business advisors.
SES Advisors is registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional education on
the National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the National
Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville,
TN 37219-2417. Web site: www.nasba.org.
Number of CPE Credits: 3 Prerequisites & Advanced Preparation: None
Delivery method: Group – live Program Level: Basic
Program Objective: To explain what an ESOP is and how ESOPs work.
Business Succession Planning & ESOPs
Creating a Buyer for the Closely-Held Company
Even if you’re not considering immediate retirement, it is essential to implement a
balanced business transition plan that maximizes your return on a lifetime of work.
An Employee Stock Ownership Plan is a unique liquidity and succession strategy that allows selling
shareholders to diversify wealth, maintain control, and perpetuate their legacy.
Unlike other financial planning tools, ESOPs offer these key advantages:
The ability to sell your business in stages, or all at once
Substantial tax benefits for the selling shareholder, the company and the employees
A retirement benefit that rewards and motivates employees
This FREE program is designed to educate owners and officers of closely-held
companies about ESOPs. At this seminar you will learn:
Ownership transition constraints and choices
What an ESOP is and if it’s appropriate for you
How to finance an ESOP
Investment strategies for selling shareholders
How to use the IRS Section 1042 to defer capital gains taxes
How ESOPs work in both S and C Corporations
How your company will be valued
Your colleagues and professional business advisors are welcome to attend the workshops.
Continuing education credit for CPAs and CFPs will be available.
8:30 – 9:00 a.m.: Registration and Breakfast
9:00 – 10:00 a.m.: Business Succession Planning Using an ESOP
Stephen P. Magowan, Partner – Steiker, Fischer, Edwards & Greenapple, P.C.
10:00 – 10:30 a.m.: Valuation Issues
John P. Murphy, Senior Vice President – Atlantic Management Company, Inc.
10:30 – 11:00 a.m.: Financing the ESOP
Steven S. Carpinella, Vice President – TD Banknorth
11:00 – 11:30 a.m.: Questions and Answers
Although this program is complimentary, seating is limited. To RSVP please call Alice
Simons at (866) 316-ESOP, or visit us on the web at www.sesadvisors.com/events.