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