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/

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