As a partner of The Capital ESOP Group, Nick focuses on educating business 
owners on tax-efficient exit strategies. He is committed to helping clients 
recognize their options, understand the pros and cons of each strategy and 
choose the best succession plan for themselves and their families. Nick also 
creates tailored cash flow analyses comparing the taxable sale of privately held 
businesses and a tax-deferred sale to an ESOP under § 1042 of the Internal 
Revenue Code. 

With a consultative approach, Nick seeks to earn his clients' trust through open, 
transparent communication and by working with clients' tax and legal advisors 
to construct an overarching strategy.