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Investors First Podcast - 10/05/23

By Allison Roberts posted 05 Oct, 2023 11:30 AM


New episode w/ Phillip Hayes Partner at Berman Hopkins CPAs & Associates, LLP, hosted by Steve Curley, CFA & Chris Cannon, CFA.


*Journey from banker to Managing Partner of Regional accounting firm to ESOP expert

*The ESOP Guy podcast

*Exit strategies and where ESOP’s fit for business owners

*Tax advantages

*1042 qualified replacement property

*Is this a good deal for BOTH seller and employees?