For New Sellers: ESOPs – Can Someone Explain This To Me?
M&A Talk: #1 Podcast on Selling a Business
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Show Notes
Employee stock ownership plans have long been an exit strategy for companies, but they are still misunderstood. Kelly Finnell shares his passion and expertise with ESOPs from his 40 years of specializing in them. Beyond the definition of an ESOP, Kelly offers his insights into the history of ESOPs, the tax benefits they present to owners and employees, what metrics a company should have for an ESOP, what companies would be poor candidates for an ESOP and stories of the successes and challenges involved with an ESOP.
View the complete show notes for this episode.
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Listen to Other Episodes:
- Should You Consider an ESOP When Selling Your Business?
- Selling Your Business to Your Team Through an ESOP
- Healthcare M&A – ESOPs Made Clear