When an ESOP is the Right Approach to Exit Planning

Listen (55 minutes) to the episode here.

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.