Chart Your Course to an ESOP 

Join us in Charlotte, NC, for our flagship ESOP feasibility meeting: Is an ESOP Right for You? This seminar will give you the tools to devise the right strategy for financing an ESOP transaction, managing legal issues, communicating with shareholders, and more. 

Registration is limited to companies that seek to transition to an ESOP or are interested in acquiring one. Early-bird registration closes on March 27: register today!

Get Custom ESOP Advice in a Small Group Setting

We’re thrilled to hit the road again! Meeting in person allows attendees to get the customized ESOP transition advice they need in a relaxed and friendly atmosphere. 

Our experts are knowledgeable, friendly, and excited to help. Regardless of where you or your company are in your succession planning journey, the ability to meet, network with, and learn from peers in similar situations is invaluable.

Speaking Opportunities—Launch the Next Generation of ESOPs

The NCEO’s Is an ESOP Right for You? meeting series, established in 2010, is designed to guide business owners along the path of deciding whether an ESOP is a good fit for their company, their employees, and their personal goals. Attendees enter this meeting with a limited, if any, understanding of ESOPs and leave with their questions and concerns answered as well as invaluable connections to other experts and companies.

We look forward to partnering with members of our community of experts to present on distinct topics in the transition of a company to employee ownership. Learn more and apply here.