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Ep #091: A Business Owner's Guide to Retirement and Exit Strategy Using Employee Stock Ownership Plans (ESOPs) with Kelly Finnell, J.D., CLU, AIF®
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In this episode, we delve deep into Employee Stock Ownership Plans (ESOPs) with one of the nation's leading experts, Kelly Finnell. With over 40 years of experience, Kelly brings a wealth of knowledge and practical advice on how ESOPs can serve as a strategic tool for business owners looking to exit while ensuring a legacy of success and employee success.
In today’s discussion, we cover:
- What is an ESOP and how are they structured
- The significant benefits they can offer as a retirement solution and an exit strategy
- How ESOPs provide a unique opportunity to exit your business tax-efficiently while empowering your employees by making them stakeholders in the company’s future
- How to determine if an ESOP is right for your business
Whether you're contemplating your business exit strategy or simply curious about the possibilities ESOPs hold, this episode is packed with valuable insights.
Resources:
Kelly's Website: https://execfin.com
Succession Planning Guide: https://execfin.com/esop-introduction/
National Center for Employee Ownership
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We help business owners:
→ Assess their level of owner readiness to exit from a financial, tax, and legal perspective
→ Craft a wealth plan to exit comfortably and with confidence
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
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As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."
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