Video Vault

Does your business have a succession plan? Whether you’re looking to transfer your business internally, or want to prepare for an external sale down the road, an ESOP (Employee Stock Ownership Plan) can be an effective tool to get you there, all while continuing to grow the business.

During this webinar, our financial experts (Nathan Imboden, CFP, President – PA Division & Personal CFO from Questmont, David Maaskant, CPA, CVA, Member of the Firm from SEK, Nate Bunty, CIC, Sales Executive from Murray, and Michele Hammann, CPA, CVA, Chief Strategy Officer from SSC) discuss the basics of an ESOP, explain why it's an attractive option for both owners and employees, review the lucrative tax benefits, dispel some common misconceptions, and provide all the information you need to decide whether an ESOP is the right move for your business.