This week the boyz are chopping it up with financial advisor and ESOP specialist Gerry Spitzer. Gerry shares his journey from accounting to financial planning, the importance of finding your passion, and why ESOPs (Employee Stock Ownership Plans) can be a game-changer for business owners looking to exit while preserving their legacy.
We discuss:
Gerry's career path and lessons learned from major transitions
What is an ESOP? How it works, tax benefits, and why it's often overlooked
Real-world ESOP success stories, including Publix Super Markets
The complexities and ideal scenarios for ESOPs vs. private equity or strategic sales
How ESOPs can incentivize employees and ensure business continuity
Industry trends: Why construction and related fields are leading in ESOP adoption
Book recommendation: Steve Jobs biography
Gerry's new podcast: Buyouts, Business, and Bourbon
About Gerry Spitzer:
Gerry Spitzer is a nationally recognized expert in ESOPs and exit planning for business owners. As co-founder of Questar Capital Partners, he helps founders design tax-efficient exit strategies that preserve legacy, reward employees, and maximize value. With 30+ years in wealth management, Gerry works with companies generating $20M–$300M in revenue, guiding them through complex succession and liquidity events.
📞 Connect with Gerry
✉ gerry@questarcap.com
📱 850-655-6500
🌐 https://www.questarcap.com/
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LinkedIn: www.linkedin.com/in/daviddecelle
Email: David@businesswiththeboyz.com
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Email: Landon@businesswiththeboyz.com
