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Frederick Thomas
- Managing Director
(562) 457-9285
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Biography
Fred is a Managing Director in Capstone's ESOP Advisory Group. He is principally responsible for business development, succession planning, ESOP formation, consulting, merger/acquisition and transaction design. Fred has over 20 years of experience in the financial industry.
Education
University of Missouri - Business Administration, Finance
Registrations & Affiliations
National Center of Employee Ownership (NCEO)
ESOP Association
The Society of Financial Service Professionals
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