As staffing firm owners evaluate long-term growth, succession, and liquidity options, many are discovering that traditional exits—selling to private equity or competitors—aren’t always the right fit. This webinar explores why founder-led staffing firms are increasingly turning to Employee Stock Ownership Plans (ESOPs) as a flexible and strategic exit solution. We’ll discuss why staffing firms are uniquely well-suited for ESOPs, how an ESOP transaction works at a high level, and the financing realities lenders consider in this industry. Attendees will gain insight into the meaningful tax advantages available to staffing owners, including Section 1042 deferral and tax-efficient operating structures, as well as how ESOPs can preserve independence, culture, and client relationships. Finally, we’ll examine how employee ownership can become a powerful retention and recruiting tool in a competitive, high-turnover market—creating long-term value for owners, employees, and the business alike.

Speakers: 

• Ashley Sarokhan, Managing Director, Lazear

• Josh Zeidman, Managing Director, Lazear 

Registration Fees:

NYSA Members: No Charge
Non-Members: $100 per person