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.