Roy A. Farmer, II

  • Managing Director
(208) 761-3612
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Biography

Mr. Roy A. Farmer II is a Managing Director of at Capstone Headwaters. Roy’s responsibilities include business development, corporate reorganization and finance, succession planning, consulting & ESOP implementation. A graduate from American River College and Brigham Young University with degrees in Business and Business Administration, Mr. Farmer has also been actively involved in the financial industry since the mid ’70’s. Mr. Farmer has been active in the ESOP community since 1999, and has worked on well over 100 transactions.  He is a member of the ESOP Association and is currently on the Board of Directors for a defense contractor and an oilfield services company.

Education

Brigham Young University - BBA, Business Administration & Management

Industry Coverage

Employee Stock Option Plans (ESOPs) provide an opportunity for business owners or shareholders to successfully plan an immediate or gradual tax-advantaged exit strategy, while also engineering the continued success of the business.  In our latest report, ESOPs - Your Questions Answered, we provide you with detailed information on situations to consider an ESOP, as well as answers to common questions.Read more