All Episodes

August 29, 2022 51 mins

When is transferring ownership of your construction business to an ESOP a good option?

Guest Michael Harden, CPA, CFA, Senior Managing Director of Ambrose Advisors discusses this and other factors to consider when deciding if/when to sell to an ESOP.

Michael leads Ambrose’s Investment Banking division. Since 1993, he has had experience in practicing and completing accounting, mergers, acquisitions, financings, ESOP buyouts and valuations. He is a specialist in ESOP buyouts and therefore has experience in wide array of industries, including energy, technology, government contracting, breweries, manufacturing, distribution, business services and construction.

Listen in as we explore:

  • How Does Selling a Company to an ESOP Compare to a Conventional Sale?
  • Selling A Company To An ESOP
  • Is An ESOP Beneficial For A Departing Partner?
  • Is There Cash At Closing For An ESOP?
  • What Information Is Required To Be Shared In An ESOP?
  • How Do You Choose An ESOP Trustee?
  • What Percentage of a Company Can be Sold in an ESOP?

 

About the FDP Prosperity Report

Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals.

GET THE BOOK

For a free copy of Mark Chandik's book "10 Financial Strategies for the Smart Investor" visit our website

Mark as Played

Advertise With Us

Popular Podcasts

United States of Kennedy
Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

Stuff You Should Know

Stuff You Should Know

If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.

Music, radio and podcasts, all free. Listen online or download the iHeart App.

Connect

© 2025 iHeartMedia, Inc.