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On Exit Coach Radio, Bill interviewed over 1,200 advisors, 20 min each, always relevant, offering clarity and solutions for Business and Life issues.
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Saturday Sep 12, 2020
Saturday Sep 12, 2020
Kelly Finnell is an attorney and the president of Executive Financial Services, a national ESOP consulting firm. Kelly is also the author of the highly acclaimed book, "The ESOP Coach: Using ESOPs in Ownership Succession Planning."
Today, we discussed the following questions:
1. What has been the impact of the coronavirus pandemic exit planning strategies?
2. What are the key indicators of a situation where an ESOP might be an appropriate exit planning strategy?
3. what is the process for determining whether a company may be a good candidate for an ESOP?
Kelly is offering a free copy of his book, "The ESOP Coach: Using ESOPs in Ownership Succession Planning."
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