Should You Consider

Employee Ownership?

Deciding how to sell or exit a business is a turning point in any business owner’s life. It’s an emotionally charged conclusion to their career with major financial implications.

While selling to an outside party or external stakeholders is an option, it may not be the smartest or most beneficial.

Meredith and Michael

Enter the ESOP


Employee Stock Ownership Plans (ESOPs) can be overlooked as an alternative to traditional business succession — but their advantages are sizable.

That’s why The Fiocchi McCarthy ESOP Group of Wells Fargo Advisors exists: To educate, plan, and bring resources to execute and administrate these highly-specialized plans.

If You Are a
Business Owner, an ESOP:

 Allows for
 Gradual Succession


   Comes with
   Tax Breaks

Retains Internal Control
of Your Company


If You Are a
Financial Advisor, an ESOP:

ESOP-clients.png  Benefits Your
  Business Owner Clients

ESOP-relationship.pngStrengthens Your
Client Relationship

  Requires Advanced


Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.