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The “ESOP surge” isn’t a fad; it’s demographic. In Adam's conversation with Kelly Finnell explains that the biggest rise in ESOP activity today isn’t being driven by new tax law changes. It’s being driven by the aging baby boomer generation; owners born between 1946–1964 who are now at the point where they need a real liquidity and succession strategy. Kelly calls it the “silver tsunami” and predicts this could be a 20-year surge. Meaning advisors who understand ESOPs will be better positioned t
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