1/22/25

Brandt Brereton on the 3Wins Podcast w/ Russ Clemmer

Brandt joins the 3WINS podcast hosted by  @legacyadvisorypartners7225  to discuss how ESOPS can help keep The 3 Wins in balance—the financial legacy for the shareholder, the win for the company, and the win for key leaders—for your company to achieve lasting success.

Brandt breaks-down how ESOPs or Employee Stock Ownership Plan benefits for lasting kingdom impact, while maintaining control of the board of directors and preserving the culture of the business. We examine the structure of ESOPs and how they can provide a tax shield for businesses. Plus, we take a close look at the emotional, physical, spiritual, wisdom, family, and financial costs of profit.

In the final part of our discussion, we tackle the topic of succession planning and the challenges that business owners face when transitioning out of their businesses. We offer potential solutions such as finding outside successors, forming a team to carry the business forward, and appointing a CEO for a transition period.

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