David Andreadis, CPWA, CIMA, CPM, CRPC, CEPA-UBS Financial Services Inc

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1501 K St NW Ste 1100
Washington, DC 20005
+1 (202) 942-2881
https://advisors.ubs.com

The Capital ESOP Group, located in Washington, DC, is a wealth management firm specializing in helping business owners understand their options when it comes to unlocking the value of their businesses. With a focus on providing a thoughtful and holistic exit strategy, The Capital ESOP Group aims to assist business owners in planning for a successful transition and ensuring the financial future of their families and employees.

Offering services such as tax-efficient exit strategies, employee stock ownership plans (ESOPs), and assistance with managing repurchase liability, The Capital ESOP Group leverages the depth and resources of UBS Financial Services Inc. to provide comprehensive solutions for privately held businesses. Whether it's monetizing a business, expanding operations, or succession planning, The Capital ESOP Group is dedicated to helping business owners navigate the complexities of their financial decisions.

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