How an Employee Stock Ownership Plan (ESOP) Works
In the inaugural episode of Westfield Bank’s Sharing Knowledge Series, host Kevin Vonderau is joined by Shawn Ely, Managing Director, Lazear Capital Partners, as well as Patrick Helmuth, CEO, P. Graham Dunn Inc. Together, they explore the journey that small businesses experience as they grow and prosper – identifying and investigating all stages of the business longevity lifecycle as well as options for succession planning, with special focus on Employee Stock Ownership.
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