Episode 15: ESOP Planning for Business Owners

Episode Summary

January 19, 2021 | 00:37:51 | E15

Jeff Krommendyk, Nathan Merrill and Karl Frank discuss the advantages and downsides to an ESOP: Employee Stock Ownership Plan. Learn from Jeff as he begins the path towards a graceful exit from his business, even if it may be many years away for him.

Securities provided through Geneos Wealth Management, member FINRA, SIPC. Advisory services provided through A&I Financial Services LLC.