How employee stock ownership becomes a succession plan
Jeff Benjamin | InvestmentNews, July 2019
Read the article online >Summary: For Joe Reeves and Ron Butt, co-founders of Louisville, Kent.-based ARGI, the pursuit of a viable succession plan for their $2.6 billion financial planning firm was the original objective, but the ESOP provided the added bonus of giving all employees a potential stake in the RIA's ongoing success.
Be the first to comment on this Article