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November 20, 2019 - CBEC® Training # 7
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When: Wednesday, November 20, 2019
4:00 PM - 5:30 PM
Where: United States

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The course is now offered through a series of nine weekly live webinars. In the final week, we retain that in-person component by having all participants come together in Boston for two days as we review and synthesize the content, build on the relationships established through the course, and administer the Final Exam.

Pinnacle was very careful in building our new format and delivery not to exclude any content from the original week-long course. We have incorporated all of the content that was delivered in the week-long, live class. In fact, because we delivered the content over a series of classes, we were actually able to add speakers and content from week to week, as we took feedback from our students after each week’s lesson.

CBEC® class attendees are to complete Pinnacle's online workshop/Core Training course (included in the cost of training) prior to the first class. The online workshop is the first ten (10) hours of training delivered through twelve (12) online modules. The first class will review the pre-work as we prepare for our deeper dive into the Certification content.

Class #7: Internal Transfers / Employee Stock Ownership Plans

Having covered growth strategies and external transfers, the focus shifts in this 6th class to internal transfers, including advanced training on Employee Stock Ownership Plans. The online modules included in the home study course / pre-work provided great details about the ESOP plan, including dedicating an entire module to the study of Employee Stock Ownership Plans and internal transfers. Beyond the ESOP, the MBO and Gifting options are likely to be considered by many owners who are looking for insiders to take over and run the business in the future – this may or may not include family members, an important consideration in this type of planning. Lessons include the tax inefficiency of internal transfers as well as faculty teachings on unique ways to structure internal transfer to align with owner goals and to be more tax efficient.