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Ep #225 - ESOP Opportunities for Business Exits With Michael Koeppel

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Manage episode 407884291 series 3268443
Content provided by Grant Bledsoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Bledsoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory Group. In his roles as a board director, C-level leader, and business transformation strategist, he has helped companies in the manufacturing, technology, healthcare device, and financial industries achieve sustainable growth and turnarounds. Michael joins us to share his knowledge on the ins and outs of the ESOP (Employee Stock Ownership Plan), who may and may not be a good candidate for it, the costs, the benefits, and more.

Resources

ESOP

lakeletag.com/business-valuations/esop

Recent Podcast: ​https://www.youtube.com/watch?v=qjdFhVD2O10​

LinkedIn: ​https://www.linkedin.com/company/lakelet-advisory-group-llc/mycompany/

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 407884291 series 3268443
Content provided by Grant Bledsoe. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Grant Bledsoe or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week our guest on the show is Michael Koeppel. Michael is the managing director and founder of Lakelet Advisory Group. In his roles as a board director, C-level leader, and business transformation strategist, he has helped companies in the manufacturing, technology, healthcare device, and financial industries achieve sustainable growth and turnarounds. Michael joins us to share his knowledge on the ins and outs of the ESOP (Employee Stock Ownership Plan), who may and may not be a good candidate for it, the costs, the benefits, and more.

Resources

ESOP

lakeletag.com/business-valuations/esop

Recent Podcast: ​https://www.youtube.com/watch?v=qjdFhVD2O10​

LinkedIn: ​https://www.linkedin.com/company/lakelet-advisory-group-llc/mycompany/

  continue reading

100 episodes

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