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Should You Consider Employee Ownership?

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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

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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:

                                       

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Allows for
Gradual Succession

   
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Comes with
Tax Breaks

   
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Retains Internal Control
of Your Company

 

Get Educated on ESOPs

If You Are a
Financial Advisor, an ESOP:

 

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Benefits Your
Business Owner Clients

   
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Strengthens Your
Client Relationship

   
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Requires Advanced
Understanding

 

Learn More

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