Topic: Why Every Business Owner Should Consider an ESOP Exit

Speaker: John McGuire, AVP, Voya Financial
 

Agenda:
- 5:30pm: Networking and food sponsored by Voya Financial
- 6:00pm: Introductions
- 6:15pm: Presentation
- 7:00pm: Q&A
- 7:15pm: Conclusion

Presentation:
Many call this decade the LARGEST transfer of wealth in the history of mankind.  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.  Learn how an ESOP can help make your succession plan smoother and more meaningful and how the government can allow owners to have indefinite tax deferral of capital gains and how the company can become a tax-free for-profit company.

Speaker's bio:

With over 38 years of industry experience, John McGuire has been helping employers, CPA’s, attorneys, financial advisors and consultants implement proven strategies that help them plan and effectively manage their ever-increasing role of responsibilities within the qualified plan marketplace.

John is a frequent speaker and lecturer to the retirement industry and has provided continuing education for CPA’s, Attorneys and Financial Advisors. Over the past five years, John has worked with and successfully implemented over 50 ESOP’s around the country.

John and his wife Donna have resided in Lakewood Ranch, FL for the past 15 years and before that resided in the northern suburbs of Chicago for 20 years.

Distinctions:

- Past President of Florida West Coast Employee Benefits Council and At Large Board Member (FWCEBC) - (2015 – Present)

- Accredited Investment Fiduciary (AIF) from Fiduciary 360 (2006 – Present)

- Tampa Bay Pension Council - Member (2019-Present)

- XPX Miami - Board Member (2024-Present)

- Business Transition Council – Member (2023-Present)

- Financial Stewardship Chairman and Elder of Lakeland Evangelical Free Church (2001-2010)