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Why Every Business Owner Should Consider an ESOP Exit

June 17 @ 3:30 pm - 5:00 pm

Many call this decade the LARGEST transfer of wealth in the history of mankind.  Abran Villegas, Managing Director, Lazear Capital Partners will discuss how to help your client or company be ready.
– 70% of Business Owners expect to sell in the next 5-7 years.
– There is a succession plan that can secure your Company legacy, avoid capital gains taxes, and preserve your culture and community.
– 75% of Business Owners deeply regret selling their business after a year.  Learn how an ESOP can help make your succession plan smoother and more meaningful.

Speaker’s bio:

Abran Villegas is a native of Albuquerque and has spent the last 25 years in banking. Abran helps Owners monetize their life-long work though Employee Stock Ownership Plans. He is based in Phoenix but covers the SW, including Arizona, New Mexico, Nevada, and Utah. Areas of expertise include M&A, ESOPs, Solar, Tax Credits, Owner Occupied Real Estate, Contractors, and Middle Market Businesses.

 

He holds a bachelor’s from Georgetown and an MBA from Thunderbird School of Global Management. He plays in a mariachi band and serves on various nonprofit boards. Charitable work includes the Maricopa Community College Foundation, Ronald McDonald House, and SW Center for HIV and Aids.

Details

Date:
June 17
Time:
3:30 pm - 5:00 pm
Register here:
https://www.thefeng.org/chapters/arizona/phoenix/27

Organizer

The FENG
View Organizer Website