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.
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:
Benefits Your
Business Owner Clients
Strengthens Your
Client Relationship
Requires Advanced
Understanding
Benefits Your 
Strengthens Your 
