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Understanding Your Business Exit/Transition Options: Employee Stock Ownership as a Potential Path

When owners of a privately-held business plan to retire, they’re faced with several potential exit options to monetize their wealth, preserve their legacy, and ensure financial continuity for the next generation. Among these options is an Employee Stock Ownership Plan (ESOP), which can be an effective, win-win strategy for owners, employees, the community, and the company as a whole.

Presenters: Lou Colella, CPA/PFS, CFP®, CEPATM, Scott Kalmanek, CPA, Dan Zugell, CLU, ChFC, AEP

Host: Ted Rhinehart, AIF®, CPFA, QKA