Is an ESOP Right for Your Remodeling Business? - CLEO Skip to main content


In this podcast Anthony Mathews discusses succession planning, exploring questions including:

  • What type of company sets up an ESOP?
  • What is the process of establishing an ESOP?
  • What are some of the challenges companies face?
  • What makes an ESOP different than a 401k or other plan?
  • What are the tax advantages?
  • How does having many owners affect the company management?

Mathews describes his four-phase process of determining if an ESOP is right for a business.