Jack Freeman Presents ESOP Succession Planning: Structuring Liquidity While Preserving Legacy

  • October 21, 2026
  • 11:00 am

Jack Freeman, Vice President of SES ESOP Strategies, spoke on the panel “ESOP Succession Planning: Structuring Liquidity While Preserving Legacy” hosted by the Exit Planning Institute’s Conejo Valley Chapter at the Westlake Village Inn in Westlake, CA, on Oct. 21, 2026.

Panel discussion focused on employee stock ownership plans (ESOPs)as a succession alternative for closely held business owners, with a focus on economic outcomes and tax efficiency. Key insights included the reasons why owners choose ESOPs versus third party sales, and the potential capital gains tax deferral benefits available through a Section 1042 exchange. Attendees gained a practical, real-world perspective on the benefits, limitations and execution considerations of ESOP transactions.

View more details here.

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Jack C. Freeman
Jack C. Freeman
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