Nothing is as certain as death and taxes. But an owner’s retirement can be, too. If done correctly, an owner’s retirement and its benefits can be just as certain as death and taxes.
succession plan
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It’s important to understand your business model and the various outside factors that can affect the execution of an ESOP transaction.
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President and CEO of ARM Group (Hershey, PA), a science and engineering consulting firm where the entrepreneurial spirit thrives.
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President and principal-in-charge at Taylor Design, an architecture and interior design firm
headquartered in Irvine, California. -
Surrounding oneself with the appropriate professionals, and planning accordingly, will position your company for a successful transition to ESOP ownership.