The start of 2015 is just around the corner and it appears to be an excellent time to discuss Employee Stock Ownership Plans with existing business-owner clients and prospects. Why now? Because of the three major factors driving this opportunity: 

  1. Business valuations have been increasing.

  2. Capital markets are more liquid.

  3. The population continues to age. 

Looking at each of these factors can help a financial professional approach their clients and prospects about the value of ESOPs.

 

Business valuations have been increasing

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.