Nixon plans to sell about 25% of his business to key staff and advisors with funding from a friendly source, while retaining 15% and selling around 50% to a compatible financial services firm. Learn how he will execute this strategy — with help from an ESOP plan he set up two years ago — that turns his staff into an asset, not a risk, to the stability of the transition.
Robert E. Nixon, B Com, Dip AII, has been assisting people in their wealth creation, retirement planning and personal risk protection since 1973. In more recent times, he has added to this a new focus on the financial needs of the elderly, especially for those who need to enter an aged care facility, and has completed appropriate professional training for this additional service.
