This week the boyz are chopping it up with financial advisor and ESOP specialist Gerry Spitzer. Gerry shares his journey from accounting to financial planning, the importance of finding your passion, and why ESOPs (Employee Stock Ownership Plans) can be a game-changer for business owners looking to exit while preserving their legacy. We discuss: Gerry's career path and lessons learned from major transitions What is an ESOP? How it works, tax benefits, and why it's often overlooked Real-world ESOP success stories, including Publix Super Markets The complexities and ideal scenarios for ESOPs vs. private equity or strategic sales How ESOPs can incentivize employees and ensure business continuity Industry trends: Why construction and related fields are leading in ESOP adoption Book recommendation: Steve Jobs biography Gerry's new podcast: Buyouts, Business, and Bourbon About Gerry Spitzer: Gerry Spitzer is a nationally recognized expert in ESOPs and exit planning for business owners. As co-founder of Questar Capital Partners, he helps founders design tax-efficient exit strategies that preserve legacy, reward employees, and maximize value. With 30+ years in wealth management, Gerry works with companies generating $20M–$300M in revenue, guiding them through complex succession and liquidity events. 📞 Connect with Gerry ✉ [email protected] 📱 850-655-6500 🌐 https://www.questarcap.com/  ---- Connect with David: Website: www.businesswiththeboyz.com LinkedIn: www.linkedin.com/in/daviddecelle Email: [email protected] Connect with Landon: Website: www.businesswiththeboyz.com LinkedIn: www.linkedin.com/in/landon-troyer-837b822b Email: [email protected]

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