Episode 220: Succession Planning - Starting the Process

Bret Keisling is joined by ButcherJoseph [butcherjoseph.com] VP Carter Smith who dives deep on starting succession planning. He demystifies ESOP transactions as simply a leveraged buyout transaction that just has a different buyer than most, and how properly structured ESOP transactions can be create more value over the long haul when tax and related factors are considered. Jack Thurston, VP of Marketing at ButcherJoseph, joins at the end to briefly discuss ButcherJoseph's marketing efforts and how booking guests on The EsOp Podcast is very easy. Further show notes, and all of our past episodes, are available on our website at https://www.theesoppodcast.com/post/220-succession-planning-starting-the-process