Business Owner Bootcamp
Welcome to Business Owner Bootcamp, the Wealthspire Advisors podcast designed to help business owners and entrepreneurs take control of their finances. Hosts and financial advisors Michael Delgass and Sandy Wiggins break down key topics like tax strategies, exit planning, business valuations, and real-world experiences with expert guests.
Business Owner Bootcamp
Business Owner Bootcamp Episode 7: Employee Stock Ownership Plans Unpacked - Smart Strategies for Business Owners
In this episode, Sandy Wiggins, financial advisor and Managing Director at Wealthspire Advisors is joined by John Nelson, Managing Director at NFP Retirement, to discuss the ins and outs of ESOPs (Employee Stock Ownership Plans). They explore how ESOPs can be a powerful tool for succession planning, tax efficiency, and employee engagement, and highlight the benefits and considerations of implementing an ESOP.
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. Wealthspire’s current disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
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