Blog

From the Desks of EQ Advisors, Welcome to our blog where we will be raising important topics and discussing how bringing more Equanimity to the financial decision-making process can help us stay on course financially and live satisfying lives, full of meaning and purpose. We hope you enjoy our commentary.

They Didn’t Do It Alone: Why More Business Owners Are Turning to ESOPs

They Didn’t Do It Alone: Why More Business Owners Are Turning to ESOPs Peter Haroun

You didn’t build your business alone—why should you exit alone? More business owners are turning to Employee Stock Ownership Plans (ESOPs) as a way to reward their teams, preserve company culture, and gain flexible, tax-efficient liquidity. In our latest article, we explore: - What an ESOP really is - Why it works for succession and growth - Who it’s right for (and who it’s not) - How EQ Private Wealth Advisors helps owners navigate the process If you’re thinking about the next chapter for your business—and the people who helped build it—this is worth a read.

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From Tax Efficiency to Total Exit Strategy: One Business Owner’s Journey to Confidence

From Tax Efficiency to Total Exit Strategy: One Business Owner’s Journey to ConfidencePeter Haroun

Reduce taxes, build retirement wealth, and plan a strategic business exit—so you can protect what you've built and transition confidently into your next chapter

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At EQ Private Wealth Advisors we help a select group of clients build, manage, protect, and transition their wealth.

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The financial consultants of EQ Private Wealth Advisors are registered representatives with, and Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network a registered investment advisor. Mariner Independent Advisor Network and EQ Private Wealth Advisors are separate entities from LPL Financial.

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