The ESOP Moment: How the DOL's 180-Degree Turn Just Made Employee Ownership Your Smartest Exit Strategy

With 66% of private businesses owned by Baby Boomers and 10,000 reaching retirement age daily, the succession crisis is accelerating. But a major regulatory shift—EBSA dropping ESOPs from enforcement priorities in fiscal year 2026—has created a rare alignment of policy, tax benefits, and market conditions that makes employee ownership the most tax-efficient exit strategy available. This episode walks founders through the mechanics, requirements, and timeline for executing an ESOP sale. This content is for informational and educational purposes only and does not constitute financial advice. Always consult a qualified financial advisor before making investment decisions. This episode was generated with AI assistance.