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WP90X Recap – ESOPs: A Different Way of Selling to a Third Party

June 13, 2025

An innovative strategy to help you better serve clients facing income and estate tax challenges

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Why Most Phantom Equity Plans Miss the Mark (and How to Get It Right)

June 11, 2025

We design phantom equity strategies that mimic true ownership and connect to the real drivers…

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WP90X Recap — Phantom Stock Plans: Designing Effective Incentive Strategies for Private Companies

May 30, 2025

Our latest WP90X session featured WealthPoint’s own Ryan Barradas and Michael Kenneth along with David…

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Whitepaper – ESOP Presentation & Overview

May 25, 2022

Description: This presentation and case study provides an overview of Employee Stock Ownership Plans (ESOPs),…

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Video – ESOP Presentation

May 25, 2022

Description: In this presentation, Frank Caputo and Michael Kenneth, CPA, from WealthPoint will discuss how…

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Selling Your Business on Your Terms ESOP – An Alternative Exit Strategy

April 1, 2022

ESOP - An Alternative Exit Strategy By Frank Caputo When faced with the decision to…

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Aesop … ESOP?
This Succession Tool is No Fable

March 15, 2022

The Power of a Minority Interest ESOP in an Exit Strategy By Michael Kenneth Aesop…

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Whitepaper – Employee Stock Ownership Plan (ESOP) Opportunities

September 14, 2021

Description: Employee Stock Ownership Plans (ESOPs) can provide substantial economic benefits to the employees, generate…

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