In this episode, Erik Seeney, UBS Wealth Planning Strategist, is joined by Nick Francia and Keith Apton, of The Capital ESOP Group at UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. From this episode you will gain a better understanding of: How Employee Stock Ownership Plan works for business owners, their employees, and families. The advantages of an Employee Stock Ownership Plan for flexibility, diversification, and tax strategy. The five characteristics of businesses that are good candidates for an Employee Stock Ownership Plan.
