Join host Tim Fergestad on the Phoenix Prosperity Podcast as he sits down with Abran Villegas, a seasoned investment banker dedicated to helping middle market businesses in Phoenix thrive. In this insightful episode, Abran delves into the world of Employee Stock Ownership Plans (ESOPs) and their unique advantages for business owners considering selling their companies.
Key Points Covered:
- Abran’s transition from commercial banking to investment banking with Lazier Capital.
- An in-depth explanation of ESOPs and how they compare to traditional 401(k) plans.
- The benefits of selling a business through an ESOP, including tax advantages and maintaining local business integrity.
- Real-life examples of businesses that have successfully transitioned to ESOPs.
- The potential pitfalls of selling to third-party equity groups and how ESOPs offer a better alternative for many business owners.
- Tips for business owners on exploring their exit options and the importance of involving investment banking experts in the process.
Guest Bio:
Abran Villegas is an investment banker with Lazier Capital, specializing in assisting middle market businesses with retirement services and business dispositions. With a background in commercial banking and a passion for local business, Abran is dedicated to helping business owners achieve successful, tax-advantaged sales through ESOPs.
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Interested in being part of this? Please visit our guest invitation page where you can learn more and fill out a brief questionnaire to get started: https://phoenixprosperitypodcast.com/guest
It’s going to be enlightening and, most importantly, a lot of fun. I’d love for you to be a part of it!
