Employee stock ownership plan strategies

Diversify your business and preserve your legacy using ESOP strategies

At the Kerr Wealth Management Group, we believe in small and middle market businesses. Our financial advisors, with the backing of RBC Wealth Management’s Corporate & Executive Services, find it very satisfying to watch a person grow an excellent idea, product or solution into something they can be proud of and turn into a legacy. Business owners often use employee stock ownership plans (ESOPs) to address liquidity, diversification and tax considerations in their companies while helping to resolve matters of wealth transfer and business succession. Our goal is simple: to help you grow more than wealth. An ESOP can be an effective tool to help you achieve this goal.

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