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ORGANIZER;CN=Mark Johnson:MAILTO:mjohnson@b2bcfo.com
SUMMARY:THE FENG: Why Every Business Owner Should Consider an ESOP Exit
LOCATION:Join Zoom Meeting\r\nhttps://us06web.zoom.us/j/84558117783\r\nMeeting ID: 845 5811 7783
DESCRIPTION:PLEASE NOTE: This is the 3rd Tuesday of the month.&nbsp;Topic:&nbsp; Why Every Business Owner Should Consider an ESOP ExitSpeaker:&nbsp;Abran Villegas, Managing Director, Lazear Capital PartnersPresentation:&nbsp;Many call this decade the LARGEST transfer of wealth in the history of mankind.&nbsp; Is your client or company 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.&nbsp; 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&amp;A, ESOPs, Solar, Tax Credits, Owner Occupied Real Estate, Contractors, and Middle Market Businesses.&nbsp;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.
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