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Community Conversations: Acquisitions Evolution: An Alternative Path to Employee Ownership

Webinars Community Conversations
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Continuing Education Credit Offered: SHRM

There are many paths to employee ownership, and sometimes the best option is selling to an existing ESOP company. This approach can deliver value while preserving your legacy and allowing your company to integrate into an established employee-owned culture. Learn about this growing alternative to traditional exit strategies.

Learning Objectives:

  • Understand the unique financial and tax advantages of selling to an ESOP-owned acquirer versus traditional M&A paths
  • Identify the cultural and operational benefits that enhance post-acquisition integration and business continuity
  • Learn practical strategies for positioning your company as an ideal candidate for acquisition by an ESOP company and how to find potential buyers

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Presenters

Daniel Goldstein headshot

Daniel Goldstein

Daniel Goldstein is a seasoned executive leader and experienced Board member with 30 years of managing and advising employee-owned and family-owned companies.  Daniel recently retired as CEO and President of Folience, a 100% ESOP-owned holding company. He now serves on boards of ESOPs in the roles of Board Chair, Audit Committee Chair, and Compensation Committee Chair. Daniel’s style of leadership and engagement is based on collaborative participation.  To continue advocating for employee ownership, Daniel serves on the board of the NCEO and is an Executive Fellow at the Rutgers Institute for the Study of Employee Ownership and Profit Sharing.

Michael Quarrey headshot Presenter company logo

Michael Quarrey

Michael Quarrey was on staff when NCEO was first exploring the relationship between employee ownership culture and company performance in the early 1980’s. Forty years later, he’s amazed by his continuing good fortune as VP of Corporate Development for 100%-employee-owned Web Industries. Today, employee ownership is growing fastest by successful ESOPs buying other companies. Let’s share ideas about how to accelerate transformation in acquired businesses to gain the full benefits of employee ownership culture on company performance and employee satisfaction.

Dan Markowitz headshot Presenter company logo

Dan Markowitz

Dan is a partner at Boulay PLLP and the leader of the firm’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries. Through his work over the past 12 years, Dan has become very passionate about employee ownership and how ESOPs can play a powerful role in closing the wealth gap in the United States. As a member of the NCEO’s board, Dan aims to continue to find ways to increase the number of companies that transition from private to ESOP ownership, while counteracting misinformation about ESOPs. Finally, he is committed to providing comprehensive education to new and existing ESOP companies.  In his free time, Dan enjoys spending time with his family, golfing, traveling, and coaching and playing hockey.

 

Loren Rodgers headshot Presenter company logo

Loren Rodgers

Loren joined the NCEO in 2005 and became its executive director in 2011. He writes extensively on employee ownership and has spoken at events around the world. Since entering the field in 1995 as a consultant, he has worked with hundreds of companies. His expertise includes all forms of employee ownership, best practices for employee ownership companies, research, effective communications, employee motivation, corporate governance, ESOP transactions and operations, and business literacy.