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/