Smart Business Dealmakers: The Middle-Market M&A Podcast

The ESOP Exit: Rethinking the Endgame


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For business owners thinking about their exit, the choice often seems limited to selling to a competitor or to a private equity firm. But there's a third option, ESOPs, that secures their legacy and rewards the very people who helped build the company. Royer Cooper Cohen Braunfeld's Andy Rudolph, Marc Hirschfield and David Dalesandro take a deep dive into Employee Stock Ownership Plans to break down how this unique succession path works — from the powerful tax advantages to the mechanics of financing the deal. They also explore the founder's role after the sale and the keys to building a thriving ownership culture long after a transition.

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Smart Business Dealmakers: The Middle-Market M&A PodcastBy Smart Business Network

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