Inside Employee Stock Ownership Plans

Update: 2025-05-18

Description

In this episode Steven Young, SVP UBS Wealth Management and leader of the Young Business Transition Consultants, discusses the key aspects of ESOPs with Nick Francia, SVP of the UBS Capital ESOP Group and Tim Jamison, Director of Prairie Capital Advisors.

Comments

In Channel

Navigating Wealth Management for Middle Market Business Owners

2025-09-1909:38

Value Acceleration: The Exit Planning Imperative

2025-07-0817:49

The Dual Financial Identity Challenge

2025-06-0115:49

Understanding Donor Advised Funds: Smart Giving Strategies for Business Owners

2025-05-3124:36

Preparing for the Sale of Your Closely Held Business

2025-05-3145:47

The Benefits of Captive Insurance Companies

2025-05-2931:59

M&A in the Transportation Industry

2025-05-2823:54

Defining the “Value Relativity” in the transactional world

2025-05-2726:13

Changing Trends Affecting M&A in the Veterinary Industry

2025-05-2628:42

M&A Trends for the Medical Practices

2025-05-2533:03

Exploring Some of the Non-financial Consideration of an M&A Transaction

2025-05-2422:01

Tapping Private Equity for Growth

2025-05-2354:09

Concentration Risk for Business Owners

2025-05-2221:49

Retirement Plans for Owners and Their Employees

2025-05-2126:11

Using Captive Insurance Companies to Protect and Grow Wealth

2025-05-2015:03

A Unique Look at Foundations and Endowments

2025-05-2018:39

Why Hire an Investment Banker

2025-05-1922:57

Inside Employee Stock Ownership Plans

2025-05-1818:43

Dealing with a preemptive offer

2025-05-1715:15

Preparing for a Strategic Exit

2025-05-1622:51

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Inside Employee Stock Ownership Plans

#box-pro-ellipsis-175958101152137{-webkit-line-clamp:2;}Inside Employee Stock Ownership Plans

Inside Employee Stock Ownership Plans

Inside Employee Stock Ownership Plans