Breeds of Exit Planning: An ESOP Conversation with Kelly Finnell

The ESOP Advantage: Discover why ESOPs are not just an exit strategy but a powerful tool for ensuring the continuity of a business while rewarding its employees. This episode sheds light on the unique benefits of ESOPs and why seasoned advisors are crucial in navigating this complex yet rewarding terrain.

Advisor Roles and Responsibilities: Advisors play critical roles advisors play in the Exit Planning process. From the fiduciary obligations of trustees to the strategic positioning of business owners for success, understand the intricacies of ensuring your clients are well-represented, informed, and primed for their exit.