WASHINGTON, DC – The Capital ESOP Group at UBS Wealth Management USA has joined MHEDA, the Material Handling Equipment Distributors Association. MHEDA programs and services are accessed by thousands of industry professionals each year who are seeking to help their business stay competitive and their employees stay connected.
As a part of this network of industry professionals, The Capital ESOP Group is able to access professional development programs, best practice benchmarking and networking opportunities, all specific to the material handling industry. “We are excited to be a part of MHEDA and look forward to serving as an ESOP resource for our fellow members.” – Nick Francia, Senior Vice President – UBS Wealth Management USA.
The Capital ESOP Group is dedicated to educating business owners on their options for selling or transitioning their company. While their practice includes hands-on business succession, tax, and estate planning, the team specialize in Employee Stock Ownership Plans (ESOPs). The team’s managing partners, Keith Apton and Nick Francia, are nationally recognized speakers on the topic of ESOPs. Over the last 20 years, they have helped over 220 individuals and families complete successful ESOP transactions. The Capital ESOP Group follows a disciplined process to help families prepare for the next chapter of their lives.
The team has worked closely with several companies in the Material Handling & Equipment Distribution space, and after helping them identify the value that an ESOP can create, joined MHEDA with the goal of becoming a community resource to provide fellow members with education about ESOPs.
News stories are submitted by member companies. Publication of a story does not indicate an endorsement of any product, event, or company by MHEDA.