Join us for an insightful webinar designed specifically for staffing companies looking to secure their future through effective succession planning. This session will cover essential topics, including:

• Understanding ESOPs: Discover what an Employee Stock Ownership (ESOP) is and how it functions as a powerful succession planning tool
• Key Transaction Considerations: Explore the critical factors to consider when planning an ESOP transaction to ensure a smooth transition
• Tax Benefits: Understanding how to achieve a tax-free sale by electing Section 1042 and how to turn the Company federal and most state income-tax free post-close
• Key Man Life: How this policy provides a death benefit to the business, which can be used to cover lost revenue, recruitment, or debt repayment
• Key Man Disability: Learn how this policy can help maintain cashflow during a period of disability

Whether you're considering an ESOP or simply want to learn more about effective succession strategies, this webinar will provide valuable knowledge and actionable insights to help you secure your company’s future!

Speakers:

• Rachael Rodakowski, Vice President, Marsh McLennan Agency

• Sean Quill, Business Strategist, Marsh McLennan Agency

• Ashley Sarokhan, Managing Director, Lazear Capital

• Josh Zeidman, Managing Partner, Lazear Capital

Registration Fees:

NYSA Members: No Charge
Non-Members: $60 per person