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

Business Transition Strategies: The Power of Employee Ownership

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