Mar 20, 2024
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/