🤔 What are the biggest problems with ESOPs? 🤔 #businessowner #exitplanning #esop

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a mediator and business valuation expert in St. Louis, Missouri. Today we'll be talking with Kelly Finnell. He is based in Memphis, Tennessee, and is one of the nation's best ESOP consultants, having spent more than 40 years helping business owners design and execute employee stock ownership plans. Kelly is also the owner of a preeminent ESOP book, "The ESOP Coach", using ESOPs in ownership succession planning in 2010, and his work remains the most comprehensive guide to ESOPs today.

1. What do business owners need to know about ESOPs?
2. What are the primary tax advantages associated with ESOPs?
3. How do ESOPs offer tax advantages compared to other employee benefit plans or ownership structures?
4. What makes a company an ideal candidate for implementing an ESOP?
5. What factors typically drive the adoption of ESOPs within organizations?
6. Do all Employees Need to Participate in an ESOP?
7. In your experience, what common factors lead companies to consider or transition to an ESOP model for their employees?

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
https://www.valuationmediation.com
Cell: (314) 541-8163

Kelly O. Finnell, J.D., CLU, AIF®
CEO, President
Executive Financial Services, Inc.
kfin@execfin.com
901-259-7979
3350 Players Club Pkwy, STE 330
Memphis, TN 38125

Видео 🤔 What are the biggest problems with ESOPs? 🤔 #businessowner #exitplanning #esop канала BusinessValuationStL