Business owners have more options when planning an exit than simply selling to private equity or a strategic buyer. In this conversation, Ralph Antolino, Jr. of ANTOLINO Wealth Advisors joins Bruce Eckfeldt and Larry Kaplan of CSG Partners to explore Employee Stock Ownership Plans (ESOPs) as an alternative approach to exit and succession planning.

They discuss how an ESOP can provide business owners with liquidity, potential tax advantages, and greater flexibility around the timing and structure of a transition.

The conversation explores how owners may be able to diversify their personal wealth while maintaining involvement in the business, preserve company culture and employee stability, and create a thoughtful path toward long-term succession.

They also examine what makes a company a strong candidate for an ESOP, when other exit strategies may be more appropriate, and the personal, financial, and business considerations that can help owners determine which path aligns with their goals.