This week’s M&A Access features Keith Apton, Managing Director – Wealth Management, UBS. Apton breaks down what an ESOP is and why a business opts for it, particularly as a tax-efficient strategy and as a way to preserve business legacy. Also, Apton examines current trends in the marketplace including the partial sale.
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Building Trust Through Organization and Transparency in the Diligence Process
Eric. C. Peck
March 3, 2025
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