Ep 19: What Makes a Firm ESOP-Ready? Real Talk for CPA Leaders

Is an ESOP the right next step for your CPA firm?


In this episode of Everything CPA and ESOP, David Wolfskehl is
joined by Cristine O’Keefe and Tabitha Croscut to unpack what
firms need to know about Employee Stock Ownership Plans—from
legal structure to strategic fit. Whether you’re actively
exploring succession options or just want to future-proof your
firm, this conversation offers clarity and direction.


 


In this episode, you’ll be able to:


•Understand how ESOPs work and why more CPA firms are considering
them


•Learn the legal and tax benefits that make ESOPs attractive


•Discover what makes a firm a good fit for ESOP implementation


•Hear insights from real-world firm experiences


•Avoid common pitfalls that can derail an ESOP transition


 


If you’re exploring options beyond traditional succession, this
episode is a must-listen!


 


#ESOP #CPAIndustry #SuccessionPlanning #FirmLeadership
#AccountingStrategy