Upcoming:
TBD
Owners/Execs/Trusted Advisors: Please contact our team to schedule a complimentary "Introduction to ESOPs" Zoom
To take advantage of our Complimentary ESOP Financial Review and to receive a Complimentary "Introduction to ESOPs" from the National Center for Employee Ownership, please complete the confidential Fact Finder with attached non-disclosure agreement found below
Special thanks to Jack Driscoll, my friend and host of the "All Things Financial" show.
Part 1: History, gov't stance, profile of an ESOP candidate. Also a summary of the four major tax benefits and the advantages to all stakeholders
Part 2: Dan explains step by step how an ESOP works, how employees benefit and cash in. Also, a deeper dive into the four major tax advantages to the sellers and/or the company
Part 3: Quick recap then explore the areas of corp control, employee involvement, sale valuation, ESOP Trustee role, sale terms, board makeup and government oversight/regs
Part 4: The final session discusses how the ESOP sale is paid for through tax savings plus the roles of bank and seller financing. The conversation also explores the current interest rates and the seller incentives for bearing some seller debt
Daniel M Zugell, Chartered Financial Consultant and Accredited Estate Planner is Senior Vice President of the national consulting firm, Business Transition Advisors (BTA) a Capstone Headwaters company for the Eastern & Central U.S. divisions. BTA is a nationally recognized firm dedicated to assisting owners of closely held businesses with their business succession and liquidity planning with nationally recognized expertise in the education, design and implementation of Employee Stock Ownership Plans (ESOPs).
Dan joined BTA with experiences spanning many financial service disciplines including investments, insurance, financial planning, executive benefits and numerous ESOP related specialties at MetLife Group’s Institutional division and other major financial companies and has risen to a nationally recognized thought leader, speaker and author throughout the country. Dan has also authored and featured in numerous national financial publications including the Journal of Financial Service Professionals, Wealth Counsel Magazine, TD Ameritrade’s Institutional Advisor Solutions and Employee Benefit Advisor magazines.
Dan holds a B.A. from Grove City College and has earned the Accredited Estate Planner and Chartered Financial Consultant designations from The American College and is Past President of the Society of Financial Service Professionals-Pittsburgh, Past-Chair of the Pittsburgh Business Ethics Awards. Dan is a member of National Association of Estate Planning Councils, The ESOP Association, The National Center for Employee Ownership and Founding Ambassador for the Pennsylvania Center for Employee Ownership.
We do not take a "one size fits all" approach to ESOP analysis and implementation. We take a personalized and comprehensive approach to meet the unique goals and objectives of each and every client.
The DanTheESOPMan team has over 150 years of combined and comprehensive ESOP experience. We provide education, complimentary financial review, financing, feasibility studies through full implementation services. We also serve as the preferred resource to the country's largest and most respected law, accounting, insurance and investment firms.