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Video – ESOP Presentation


In this presentation, Frank Caputo and Michael Kenneth, CPA, from WealthPoint will discuss how Employee Stock Ownership Plans (ESOPs) are an under-utilized strategy as an alternative to a 3rd party sale. The WealthPoint team will discuss which companies make the best ESOP candidates, how to implement on an ESOP and provide an overview of the ESOP process.

Additionally, there will be a panel discussion with Dan Puente and Danielle Puente from DP Electric and Chris Malham from SiteWorks. All of the panelists either partially or fully sold their business to an ESOP. They will discuss the reasons for the ESOP, the impact the strategy had on their personal situation and the company and the overall process.


Topics Covered:

  • Understand how Employee Stock Ownership Plans (ESOPs) work
  • Identify crucial tax benefits for an ESOP and how they can help to repay company debt
  • Hear from two business-owners who implemented an ESOP

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