Craig Toberman Featured in XY Planning Network on How to Encourage Direct Equity Ownership and Why That’s Important to Family Businesses
Craig Toberman’s article How Family Businesses Can Encourage Direct Equity Ownership, and Why That’s Important is listed in Good Financial Reads: How to Boost ROI with Equity Compensation: Direct, ESPPs, ESOPs, NSOs, or ISOs by XYPN Financial.
“When you own a family business, it’s not uncommon to keep the ownership among blood relatives.
But as your business continues to grow and thrive, you may find yourself identifying certain non-family members who could help take your company to the next level, even after your retirement.
Is transitioning to an employee-owned business the right move for you? What is direct equity ownership, and how can it change the landscape of family-owned businesses?”
If you are interested in hearing more of Craig Toberman’s thoughts on family business succession, please book a call with him.
Craig Toberman is a Partner at Toberman Becker Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.