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Ep #225 – ESOP Opportunities for Business Exits With Michael Koeppel

  1. Ep #225 - ESOP Opportunities for Business Exits With Michael Koeppel Grant Bledsoe 50:42

This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory Group. In his roles as a board director, C-level leader, and business transformation strategist, he has helped companies in the manufacturing, technology, healthcare device, and financial industries achieve sustainable growth and turnarounds. Michael joins us to share his knowledge on the ins and outs of the ESOP (Employee Stock Ownership Plan), who may and may not be a good candidate for it, the costs, the benefits, and more.

 

Resources

ESOP

lakeletag.com/business-valuations/esop

Recent Podcast: ​https://www.youtube.com/watch?v=qjdFhVD2O10​

LinkedIn: ​https://www.linkedin.com/company/lakelet-advisory-group-llc/mycompany/

Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.

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