The Due Diligence Project™ Podcast
The Due Diligence Project™ is a unique, global community of 500+ elite, independent CPA Firms and Family Offices that vet, rank, and rate hundreds of sophisticated tax strategies and resources to identify the highest ROI solutions net of cost and risk.
The Due Diligence Project™ Podcast
009: Leading Expert in ESOP Valuation - Roy Farmer
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:
https://duediligenceproject.com/