ESOP Strategies | Legacy & Succession

Ownership Transition With Employees in Mind

Employee Stock Ownership Plan (ESOP) Strategies address situations where owners want to transition equity while preserving the culture, leadership, and operational strength of the business. Rather than viewing ownership change as a departure, this approach allows companies to continue forward with the people who already understand the work and the values behind it.

Thoughtful ESOP planning considers governance, cash flow, leadership readiness, and long-term sustainability. Employee ownership strategies should strike a balance between fairness, responsibility, and financial reality, ensuring the structure supports both the business and the people who depend on it.

With Legacy & Succession, our carefully-designed ESOP Strategies can serve as a durable ownership solution that supports continuity, rewards contribution, and maintains stability through change. Our focus is on creating a structure that works in practice, not just on paper, as ownership evolves over time.

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What Our Clients Say About Us

Hear what our clients say about their experience working with us.
Real stories, real results.

"What separates Legacy & Succession from other financial advisors is that they help us stay on the path that is going to ultimately lead to our goals."

Russell Clark

President of the Builder's Collective

"Legacy & Succession laid out a plan not only for my family, but for my business with the idea of growing my family and me financially."

Robert Gibson

President of Luckinbill Construction

"Legacy & Succession looks at all the components that are involved and integrates them to keep you from having regrets later."

Matt Mollman

President of EnerQuest Oil and Gas

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited, and no cash or non-cash compensation was paid for such testimonials. Not all clients were solicited to provide all testimonials. No client or potential client should assume that any information presented or made available in this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Build Your Legacy Today

Your future, and your family’s future, deserves more than chance. Take the first step toward uniting your family, preserving your values, and creating lasting impact. Connect with us today to begin shaping a vision that will endure for generations.

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We’d Love to Hear From You

If you’re thinking about legacy, succession, or long-term integrated wealth planning, we’re here to listen and help you think through what comes next.

Call us at: (405) 612-2294