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Watch time: 18 minutes
In this video we explain why CPA's, attorneys and wealth managers should offer this dynamic succession strategy to their clients. More specifically, we discuss what an ESOP is, what kind of companies are best suited to an ESOP structure, and the role of various advisors in the ESOP transaction process, both before and post transaction.
David Jasmund, Shareholder
Investment Banking
djasmund@pcecompanies.com
Orlando Office
407-621-2100 (main)
407-621-2111 (direct)
407-621-2199 (fax)
