The ESOP Exit: Rethinking the Endgame

Episode notes

For business owners thinking about their exit, the choice often seems limited to selling to a competitor or to a private equity firm. But there's a third option, ESOPs, that secures their legacy and rewards the very people who helped build the company. Royer Cooper Cohen Braunfeld's Andy Rudolph, Marc Hirschfield and David Dalesandro take a deep dive into Employee Stock Ownership Plans to break down how this unique succession path works - from the powerful tax advantages to the mechanics of financing the deal. They also explore the founder's role after the sale and the keys to building a thriving ownership culture long after a transition.

• Driving Enterprise Value Through People55 / 100
• Leadership Culture and Post-Deal Integration with Rachel Wallis Andreasson
• Staying Healthy at the Top with Dr. Brian Dooreck
• Top 10 M&A Negotiating Mistakes with Bill McComas of Jensen & McComas
• The Arc of a Deal with Mark Jensen of Jensen & McComas