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009: Leading Expert in ESOP Valuation - Roy Farmer
Manage episode 374878896 series 3504504
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Mr. Roy farmer, is the top ESOP specialist in the country, part of the virtual family office hub and part of the due diligence project. He serves elite, ultra-high net worth business owners and differentiates himself from his competition. Roy Farmer is also a Managing Director of BTA Inc. and has been actively involved in the financial industry since the mid ’70′s.
What you will learn from this episode:
- Strength at the Starting Line: How being selective of your ESOP provider will maximize savings
- An Insider look at Utilizing TAX code Section 1042
- Discover the 3 most important steps to Estate planning
- How to reduce the value of a taxable gift and estate tax
- Secrets to structuring niche transactions by working with loopholes
- What are the best strategies to valuate your company
- The other side of ESOPs- Tap into ESOPs creative and flexible capabilities
- How the impact of adding an ESOP to a 401K and other retirement plans attract employees to owning their financial destiny
Connect with Roy Farmer:
LinkedIn: https://www.linkedin.com/in/rofarmer/
Website: https://businesstransitionadvisors.com/about/
Learn more about The Due Diligence Project™ at:
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