S7EP38 - Interview with Josh Sutton, Employee Benefit Attorney
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S7EP38 - Interview with Josh Sutton, Employee Benefit Attorney
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The fastest way to ruin an ESOP is to focus on the tax benefits and ignore the rules—and the people—who will live with the plan afterward. In this episode, Jason Miller interviews Joshua Sutton, an employee benefits attorney, about why Employee Stock Ownership Plans (ESOPs) are complex yet rewarding when approached with the right mindset and team.
Jason and Josh discuss what sets an ESOP apart from other exit strategies, covering everything from complex tax code requirements and ERISA fiduciary duties to the reality that an ESOP cannot be structured like a standard sale to private equity or a strategic buyer. If you’re seeking a succession plan that keeps leadership in operational control while fostering an employee ownership culture, this episode covers what to investigate, what to question and where the real risks lie.
View Doeren Mayhew's ESOP advisory services: https://www.doeren.com/services/advisory/esop-advisory
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