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CE Credit Type generic cpe shrm

ESOPs 101

Webinars September 22, 2026 9:30 am PT

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Continuing Education Credit Offered For Live Session Only: Generic, CPE, SHRM

Webinar Details

This one-hour educational session will provide an overview of Employee Stock Ownership Plans (ESOPs) as a tax-efficient exit strategy. By the end of the session, participants will be able to:

LEARNING OBJECTIVES

1. Compare the timeline, key characteristics, and considerations of an ESOP with other common exit strategies.
2. Identify situations in which an ESOP may be an appropriate fit for a client.
3. Explain the potential tax advantages and planning opportunities associated with ESOP transactions.

Webinar Slides

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Webinar Replay

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Presenter

Nick Francia

Nick joined UBS in 2011. As a member of The Capital ESOP Group, Nick focuses on educating business owners on different tax-efficient monetization strategies, empowering them to make informed decisions. Nick also creates tailored cash flow models comparing the taxable sale of privately held businesses and a Section 1042 tax-deferred sale to an ESOP. In 2018 Nick was recognized by Forbes as one of America's Top Next-Generation Wealth Advisors. Nick graduated from the University of Mary Washington, where he earned a bachelor's degree in economics.

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Presenter

Nick Francia

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