Business Transition Strategies: The Power of Employee Ownership

Preparing Arizona Businesses for the Future As Arizona businesses consider the legacy of their companies, it is critical to consider options that have both high returns and are community driven. Join this unique session presented by Local First Arizona in partnership with Bayntree Wealth Advisors to learn from seasoned professionals in Employee Stock Ownership Plans (ESOP). Who Should Attend? • Arizona businesses with 10+ employees-Businesses considering retiring or selling their company in the next 15 years • CPAs • Attorneys • Insurance Brokers • Commercial Brokers • Business Brokers Why Consider an ESOP? • Attractive tax benefits • Stronger predictability of business longevity • Increases workforce accountability and responsibility • High long term returns • Continues investment in the local economy-Retains business legacy Our Presenters: Brian Hartsetin Partner, Bayntree Wealth Advisors Jonathan Gengle Senior Financial Advisor, Bayntree Wealth Advisors