Baby boomer business owners need you now more than ever. Many are rapidly approaching retirement without an exit strategy and with the vast majority of their wealth tied up in their business. Those planning to sell in order to fund retirement and diversify, face potentially huge tax increases in 2013 that could wipe out a significant portion of the proceeds.

An Employee Stock Ownership Plan provides a tax advantaged way for business owners to transition out of the business. ESOPs can unlock millions of dollars in previously unavailable assets which presents a tremendous opportunity for you to demonstrate your value to high net worth clients and grow your business.  

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

Your access to unlimited content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical 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 events.
  • Access to other award-winning ALM websites including and

Already have an account?


© 2023 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join now!

  • Unlimited access to - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including and
  • Exclusive discounts on and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.