---
title: Business Advisors Guide to ESOPs
description: In this short video we explain why CPA's, attorneys and wealth managers should offer this dynamic succession strategy to their clients.
---

[M&A, ESOP and Valuation Resources ](https://www.pcecompanies.com/resources)

# [Business Advisors Guide to ESOPs](https://www.pcecompanies.com/resources/business-advisors-guide-to-esops)

 Written by [David Jasmund](https://www.pcecompanies.com/resources/author/david-jasmund) | July 28 2020

Watch time: 18 minutes

In this video we explain why CPA's, attorneys and wealth managers should offer this dynamic succession strategy to their clients. More specifically, we discuss what an ESOP is, what kind of companies are best suited to an ESOP structure, and the role of various advisors in the ESOP transaction process, both before and post transaction.

 

<https://pcecompanies.com/staff-member/daivd-jasmund>

 

### [David Jasmund, Shareholder](https://pcecompanies.com/staff-member/david-jasmund)

**Investment Banking**

[djasmund@pcecompanies.com](mailto:djasmund@pcecompanies.com)

Orlando Office

407-621-2100 (main)

407-621-2111 (direct)

407-621-2199 (fax)

[View full post](https://www.pcecompanies.com/resources/business-advisors-guide-to-esops)

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