Executive Financial Services, Inc.’s Post

Can an ESOP structure be used in a family business succession plan? Jonathan Goldhill recently asked Kelly about this. The answer is yes. It’s a tool that can help create clarity and equity when it comes to handing down a business to the next generation. Family business owners, we’re always happy to answer questions on how this might work in your unique situation. #entrepreneur #businessplanning #entrepreneurship #retirementplanning #smallbusiness #successionplanning #FamilyLegacy

View profile for Kelly Finnell, J.D., CLU, AIF, graphic

Premier ESOP Consultant, Author, & Speaker ∙ Helping Business Owners Design & Execute ESOPS for Over 40 Years

If you’re a family business on the brink of a succession, your upcoming holiday family gatherings could get a little uncomfortable. An ESOP might be able to help. When I sat down with Jonathan Goldhill for the "Disruptive Successor" podcast, he wanted to know how ESOPs work in a family business scenario, specifically when some family members are active in the business and others are not. This clip explains how an ESOP could work in a family succession plan. Our full conversation can be found here: https://bit.ly/3P201mc, or wherever you listen to podcasts. #ESOP #EmployeeOwnership #ExitPlanning #Retirement #BEI #ExitPlanningInstitute #XPX #PrivateEquity #BusinessOwners #BusinessExit #FamilyBusiness #SuccessionPlan | Disruptive Successor - Book and Podcast

To view or add a comment, sign in

Explore topics