PLEASE NOTE: This is the 3rd Tuesday of the month.

Topic:  Why Every Business Owner Should Consider an ESOP Exit

Speaker: Abran Villegas, Managing Director, Lazear Capital Partners

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.

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&A, ESOPs, Solar, Tax Credits, Owner Occupied Real Estate, Contractors, and Middle Market Businesses.

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.