When

Tuesday, July 17, 2018 from 7:30 AM to 9:00 AM EDT
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Where

Brookside Golf and Country Club 
2770 West Dublin-Granville Road
Columbus, OH 43235
 

 
Driving Directions 

Contact

Analisa Trares 
Financial Executives International 
614-361-9591 
atrares@columbus.rr.com 
 

     FEI and Lazear Capital Partners Present                      "The Advantage of ESOP's"                                          with Ted Lape

In the right circumstances, Employee Stock Ownership Plans (ESOPs) are an ideal exit strategy for owners. They provide tremendous tax advantages, a way to engage the employees and provide them with wealth, while enabling the selling shareholders to continue to run the business or to remain as active as they desire.

 

Ted Lape is a Partner and heavily involved in ESOP Formations and Capital Raising efforts.  He has helped numerous companies determine the right answer for their succession and liquidity needs whether that was an ESOP or another solution.  If the decision is made to sell the company to an ESOP, he excels at helping sellers understand the process fully - how much they will receive and when; how ESOPs work; the significant tax advantages to the company and seller; what the employees/key employees receive and how management continues to run the company.   


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                    "FEI promotes face to face quality interaction amoung senior level financial executies."