Financial Management for ESOPs: A CFO's Strategic Playbook

Ken is a Managing Director in PCE’s ESOP Advisory Group. He is a seasoned financial executive based in Denver, Colorado, with over 27 years of experience in finance, operations management, and accounting. As a Certified Public Accountant (CPA), he has demonstrated his ability to lead organizations and teams through ownership transitions.

As the Chief Financial Officer for an established manufacturing and distribution company, he was instrumental in driving the company's growth and financial success. Ken solved a company succession issue by installing an ESOP in 2010 and then managed the day-to-day decision-making for the ESOP until negotiating the sale of the ESOP to a private equity firm in 2021.

Ken has successfully implemented strategies to increase productivity, efficiency, and profitability across multiple industries. He combines hands-on experience and analytical skills to develop innovative solutions that yield bottom-line results.

Kyle Wishing is a Director in PCE's ESOP Advisory Group and is located in the Atlanta area office. In this role, Kyle provides financial advice to shareholders and fiduciaries to structure transactions that meet the client’s stated goals and objectives. With more than a decade of consulting and valuation expertise advising middle market clients on ESOP transactions and financing activities, Kyle understands the obstacles business owners encounter when attempting to grow and fund closely held enterprises.

Kyle’s past work experience includes providing valuation and financial advisory services for a national valuation firm, where he served as the firm’s ESOP practice leader. In addition to Kyle’s ESOP specialization, he prepared valuations for tax planning and compliance, forensic analysis and dispute resolution, strategic information and corporate planning, and financial reporting purposes.

Kyle has a diversified background, working with public and private companies in various industries.