#154 Dan Zugell - Why Your Business Needs ESOPs

In The Growth Space

11-03-2024 • 45 mins

This week on In The Growth Space, David is Joined by Dan Zugell to discuss the topic of Employee Stock Ownership Plan (ESOP) which can bring enormous benefits to all parts of a company, especially when implemented correctly. Dan is a Senior Vice president at Business Transition Advisors, which is dedicated to assisting owners of closely held businesses with their business succession & liquidity planning objectives. Dan’s experience includes the formation of MetLife’s ESOP program and as a Director of MetLife’s Institutional Specialized Benefit Resources division. Since 1998, Dan has emerged as a national presence on ESOP matters as a frequently published author and featured speaker.

In this episode, you’ll hear David & Dan discuss:

  • Understanding & Exploring ESOPs
  • Leveraging ESOPs as an Exit Strategy
  • The Community and Legacy Influence of ESOPs
  • Empowering Family Businesses

Connect with Dan the ESOP man here! Or call him - (724) 766-3998

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Check out https://www.davidmcglennen.com/podcasts/in-the-growth-space-2 for links, transcript, and more details

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