Prioritizing client education to empower decision makers throughout their transaction

Business Succession Forum

September 11, 2018

When: October 4, 2018

Where: Union, NJ

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ESOP Tax Advantages

September 11, 2018

Congress has chosen to bestow a variety of significant tax benefits on business owners and companies that participate in a special ownership structure.  Because it is very difficult for a fully taxable ownership structure to compete with a tax-advantaged structure, many business owners should evaluate the possibilities under this special structure, known commonly as an Employee Stock Ownership Plan (ESOP).  The ESOP structure provides shareholder and corporate tax benefits which require proper consideration and transaction structuring to ensure maximum benefit.

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2018 New South Chapter Fall Conference

August 27, 2018

When: September 20, 2018

Where: Birmingham, AL

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PCE Names Valuation Practice Leader

August 20, 2018

Atlanta, Georgia – PCE Valuations, LLC, an affiliate of PCE Investment Bankers, a leading provider of investment banking, ESOP, valuation and advisory services, is pleased to announce the addition of Paul Vogt as the firm’s Business Valuation practice leader.  Paul is based in PCE’s Atlanta, Georgia office. 

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Upcoming: Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans

August 20, 2018

When: October 17-18, 2018

Where: Memphis, TN

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How an ESOP Works Infographic

August 15, 2018
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2018 ESOP Midwest Regional Conference

August 07, 2018

When: September 5-7, 2018

Where: Rosemont, IL

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Aerospace & Defense Q2 2018

July 20, 2018
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Banking, Finance & Insurance Q2 2018

July 20, 2018
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Building Products & Construction Q2 2018

July 20, 2018
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Andre Sutherland

 

Andre Sutherland

Valuation

Orlando Office

407-621-2100 (main)

asutherland@pcecompanies.com

Connect
407-621-2119 (direct)

407-621-2199 (fax)

Daniel Kvarnberg

 

Daniel Kvarnberg

Valuation

Orlando Office

407-621-2100 (main)

dkvarnberg@pcecompanies.com

Connect
407-621-2132 (direct)

407-621-2199 (fax)

David Jasmund

 

David Jasmund

Investment Banking | ESOP

Orlando Office

407-621-2100 (main)

djasmund@pcecompanies.com

Connect
407-621-2111 (direct)

407-621-2199 (fax)

Eric Zaleski

 

Eric Zaleski

Investment Banking | ESOP

Chicago Office

847-851-2088 (main)

ezaleski@pcecompanies.com

Connect
847-239-2466 (direct)

407-621-2199 (fax)

Mark Klopfenstein

 

Mark Klopfenstein

Advisory

Atlanta Office

407-621-2100 (main)

mklopfenstein@pcecompanies.com

Connect
678-596-6306 (direct)

407-621-2199 (fax)

Melissa Ritter

 

Melissa Ritter

Investment Banking

Orlando Office

407-621-2100 (main)

mritter@pcecompanies.com

Connect
407-621-2128 (direct)

407-621-2199 (fax)

Michael Poole

 

Michael Poole

Investment Banking

Orlando Office

407-621-2100 (main)

mpoole@pcecompanies.com

Connect
407-621-2112 (direct)

407-621-2199 (fax)

Michael Rosendahl

 

Michael Rosendahl

Investment Banking

New York Office

407-621-2100 (main)

mrosendahl@pcecompanies.com

Connect
201-444-6280 Ext 1 (direct)

407-621-2199 (fax)

Will Stewart

 

Will Stewart

Investment Banking | ESOP

Orlando Office

407-621-2100 (main)

wstewart@pcecompanies.com

Connect
407-621-2124 (direct)

407-621-2199 (fax)

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