Missed our workshop at the Forum? We’ll provide a recap of the presentation and cover key takeaways based on feedback and input we get from ESOP companies in the live workshop. Specific workshop topics will include:
How to plan for and manage repurchase obligations without sacrificing growth
Governance and best practices for boards and management teams
Design and funding options that support long-term sustainability
Practical steps to align ESOP strategy with organizational goals
Whether you attended the workshop and want a refresher—or missed it the first time around—this session will equip you with actionable takeaways to strengthen your approach to ESOP planning
Learning Objectives
1) Explore options for managing repurchase obligations strategically
2) Discuss various stakeholder interests that need to be balanced
3) Learn how to strengthen governance practices
Marissa is a member of Chartwell’s consulting team and is experienced in working with employee-owned companies on a wide range of topics including strategic alternatives, ESOP transactions, executive compensation, and strategies for long-term sustainability. She works with business owners, management teams, and boards of directors to provide a holistic perspective of a company’s financial position and future capital claims.
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