Tuesday April 14, 2026
8:30 AM - 10:30 AM EDT

8:30 AM - Registration and refreshments
9:00 AM - Program begins
 

Description:

​For business owners considering their next chapter, selling to employees can preserve the company's culture and legacy. Join our panel of legal and tax professionals as they explore practical exit strategies-from direct sales and share freeze transactions to the newer Employee Ownership Trust framework. Using a fictional case study, the panel will walk through the key legal, tax, and commercial considerations involved in each approach, followed by an open Q&A.


Speakers:

• Joe Hentz (Lerners LLP)
• Scott Robson (Lerners LLP) 
• Melissa Aveiro (MNP)