Not Your Grandfather’s ESOP: Perspectives From Agency Owners and Beyond

Featuring:

Kelly Finnell
CEO & President, Executive Financial Services

Moderated By:

Nicole Rizzo
SVP, Business Intelligence & Insight – Strategy, Insight & Innovation, 4As

Matt Kasindorf
SVP, Business Intelligence & Insight Group, 4As

Following Executive Financial Services’ successful presentation at MPF in June, this recorded webinar will feature a deeper dive into Employee Stock Ownership Plans (ESOPs) and the implications for advertising agencies.

Viewers will have the opportunity to hear insightful perspectives from several agency leaders who chose ESOPs for their firms, listen in on their personal stories, and gain valuable ESOP industry knowledge leading toward a better understanding about why an ESOP was right for their agency. This webinar unpacks the ESOP process, provides an overview of the extensive tax benefits available, explains how an ESOP protects an agency’s culture and legacy, and highlights the ways agency owners receive full value for their agency.

View the presentation slides