Episode 6-The Perfect Plan Podcast w/Matt Schiff-How to Sell Your Company Efficiently

08/07/2024 46 min Episodio 6
Episode 6-The Perfect Plan Podcast w/Matt Schiff-How to Sell Your Company Efficiently

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Episode Synopsis

Well, in this, the Sixth episode of The Perfect Plan, Dan Zugell, my friend and colleague of 25 plus years goes into the wonder of an Employee Stock Ownership Plan (ESOP). In this qualified retirement plan solution for a business owner, you have a ready and willing buyer, that will buy your business, for a set dollar amount, at a set triggering event. If done correctly, you as the business owner can still run it, control it, and participate in the future growth of your company.Dan goes into the benefits, tax advantages, and rules of how to design “the perfect” exit strategy for the closely held business owner. Take a few minutes and hear what he has to say, then contact us on how we can help you monetize your largest asset.Connect with Dan:https://dantheesopman.com/Connect with Matt:https://calendly.com/mschiff-2