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:
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Business valuations have been increasing.
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Capital markets are more liquid.
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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
The recession negatively impacted the value of most businesses. As a result, the number of M&A transactions, including the formation of ESOPS, slowed dramatically. Business owners have been waiting for values to return to their pre-recession levels before moving forward with any type of sale.
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