Media & Insights

Unlocking Business Exits: The ESOP Advantage with Ashley Sarokhan

September 10, 2025 · Podcast · 29 min

Hang on to your bourbon, because today we are joined by Ashley Sarokhan, a seasoned ESOP advisor and managing director at Lazear Capital. Dive into a conversation that blends the art of business exits with the smoothness of bourbon.

Key Topics:

The growing trend of business exits among baby boomers.
Ashley's journey from commercial banking to ESOP advisory.
The benefits and misconceptions of ESOPs (Employee Stock Ownership Plans).
New Jersey's initiative to promote employee ownership.
Personal insights into Ashley's favorite drinks and her professional path.

#BusinessExits #ESOP #BourbonTalk #Questar

Tune in to discover how ESOPs can transform business exits and why they might be the best-kept secret in the industry. Subscribe now to not miss an episode!

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If you enjoyed this episode, please like, comment, and subscribe for more inspiring stories from business leaders and entrepreneurs. Have questions or want to suggest a guest? Drop a comment below!

About Gerry Spitzer:

Gerry Spitzer is an expert in ESOPS and exit planning for business owners. As co-founder of Questar Capital Partners, he helps founders design tax-efficient exit strategies that preserve legacy, reward employees, and maximize value. With 30+ years in wealth management, Gerry works with companies generating $20M–$300M in revenue, guiding them through complex succession and liquidity events.

📞 Connect with Gerry
✉ gerry@ questarcap.com
📱 850-655-6500
🌐 https://www.questarcap.com/
🔗 LinkedIn: https://www.linkedin.com/in/gerry-spitzer-cpwa%C2%AE-cepa%C2%AE-2472895/

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