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Jun 2024
24m 14s

Wealth Planning Podcast: Selling a Busin...

CLIENT STRATEGY OFFICE
About this episode
In this episode, Erik Seeney, UBS Wealth Planning Strategist, is joined by Nick Francia and Keith Apton, of The Capital ESOP Group at UBS, who share insights for business owners considering an Employee Stock Ownership Plan (ESOP) as part of their exit planning strategy. From this episode you will gain a better understanding of: How Employee Stock Ownership P ... Show More
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