ESOP Financial Planning Considerations for Business Owners

Under the right circumstances, an Employee Stock Ownership Plan (ESOP) can be an ideal exit strategy for a business owner from a financial planning perspective. For some owners, it offers a chance to unlock significant liquidity, reduce taxes on the sale, preserve the company’s legacy, and retain a stake in the business’s future success.

Entrepreneurs, Wealth ManagementDavid Flores Wilson, CFP®, CFA, CEPA®May 2, 2025Sincerus AdvisoryESOPs, Business Owner Personal Financial Planning, business owner wealth management, CFP exit planning, exit planning for NYC entrepreneuers, NYC financial planning for business owners and founders, Founder exit options, ESOP wealth management, ESOP financial planning

Structures to Consider Before You Sell Your Business

By familiarizing themselves with the range of financial planning and tax strategies, entrepreneurs and business owners can significantly enhance their chance of success in a business sale.

Entrepreneurs, Wealth ManagementDavid Flores Wilson, CFP®, CFA, CEPA®February 16, 2024Sincerus AdvisoryBusiness Owner Personal Financial Planning, Business owner wealth management strategies, selling your business, Business Owner CFP, NYC Business Owners, NYC fee only CFP

Personal Financial Planning Strategies and Tips for Small Business Owners and Entrepreneurs

Most business owners and entrepreneurs face an ever increasingly competitive and rapidly changing business environment with an incredible number of issues demanding their time, focus and headspace. Here are some strategies and tips for business owners that can help them make progress on their personal financial goals, save them money, and de-risk the impact of their businesses on their lives.