ACG NJ Monthly Breakfast Meeting, October 16, 2018

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Event Details

When:

October 16, 2018 7 AM - 9:30 AM EDT

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Overview

Body

Sale to an ESOP
The often overlooked and misunderstood business ownership succession strategy
 

Presented by ACG NJ’s newly formed Succession and Transition Advisory Committee (“STAC”)


This program will explore the tax, economic, employee benefit and corporate governance features provided to selling shareholders and ESOP participants in the sale of a business to an ESOP.  
The regulations which provide this tax effective succession strategy have been around for more than 40 years. Learn why entrepreneur business owners, their families and even private equity groups are embracing this liquidity strategy and why some may not be.    


The STAC initiative is a new committee within ACG New Jersey to provide business owners, executives and members with a resource for information and relevant professional contacts in the area of ownership succession and transition. 

 

 
 
Registration Fees: 
Early Bird Rates Expire Friday, October 12
Members of ACG NJ:                Complimentary!  
First Time Attendees:             50  (After Oct. 12 - 75)
Non-Members:                      75  (After Oct. 12 - 100) 
 Cancellation Policy:  Full refund, less 3% processing fee, if cancellation is received by 5:00pm on Friday, October 12, 2018. 
 
 

Speakers

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David Jasmund

David Jasmund

PCE Companies
Founding Partner, Shareholder, Investment Banking | ESOP

David Jasmund is a founding partner of PCE, with 20+ years of experience in mergers & acquisitions (M&A) and corporate finance. He leads PCE’s Healthcare practice, but also has transactional and financial industry experience in Insurance, Business Services and Food & Agriculture. Read more of David Jasmund's bio by clicking link below...

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Keith A. Mericka

Keith A. Mericka

UBS Financial Group Services Inc. - ESOP Group
Managing Director - Wealth Management

Keith joined UBS in 1987 after starting his career with Morgan Stanley in 1983. Soon after joining UBS, Keith co-founded UBS’s national Employee Stock Ownership Plan (ESOP) practice. Today, he is a member of the UBS Pinnacle Council and the UBS Global Circle of Excellence—UBS’s highest recognitions for productivity and leadership. He also serves on the Board of Directors for the UBS Political Action Committee.  To learn more about Keith Mericka click on link below....

Hosted by: ACG
Chapter
New Jersey
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