ESOP Tax Strategies and Succession Planning With Salvatore Tirabassi Artwork

The Agent of Wealth

Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.

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The Agent of Wealth

ESOP Tax Strategies and Succession Planning With Salvatore Tirabassi

June 06, 2025 • Marc Bautis • Episode 249

Thinking of selling your business? Discover a powerful, tax-efficient exit strategy that not only preserves your wealth but also empowers your employees.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Salvatore Tirabassi, a fractional CFO with extensive experience in private equity, exit planning, and succession strategies. This episode unveils the secrets of Employee Stock Ownership Plans (ESOPs) with Salvatore, who’s personally guided a $242M business sale through an ESOP, offering a unique perspective on when and how an ESOP makes sense.

In this episode, you will learn:

What an Employee Stock Ownership Plan (ESOP) is, and how it works.
The ideal planning timeline for an ESOP.
The significant tax benefits of an ESOP – for owners and companies.
How liquidity is created for selling shareholders.
And more!

Tune in to discover how ESOPs offer a compelling alternative to traditional sales, enabling business owners to achieve their financial goals while fostering a unique ownership culture among their employees.

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