
Episode #1
From Client to Advisor: Gary Gray's ESOP Journey
<p >In this special role-reversal episode, host Anthony Levi turns the mic around on his Tenor partner Gary Gray, who was once a client before becoming an ESOP advisor himself. Gary built a national subcontracting firm and sold it 100% to an ESOP in 2017, and he's back to walk through how each of the seven major ESOP benefits actually played out in his own business.</p> <p >Gary shares candid, on-the-ground detail on:</p> The retirement "windfall" his employees received — including a story of a longtime employee whose ESOP balance outpaced 16 years of 401(k) savings How customizing the deal let four pa...

