This webinar provides a practical, end-to-end overview of the ESOP...
Read More Quarterbacking an ESOP Transaction
This session breaks down the rehire rules that trip up even seasoned...
Read More Navigating ESOP Rehires
Join us for the Winter Crash Course for employee-owned companies....
Read More Communications Committee Crash Course
Join us for this fun and interactive webinar to learn how to take the...
Read More Think Like an Owner
This session cuts through the regulatory noise to focus on what...
Read More Making Smart Amendment Choices: Your SECURE Act and SECURE 2.0 Game Plan
This session will provide tips and pointers for new ESOPs or those...
Read More Getting Started on the Right Track with ESOP Communication
This session will provide insight into the key factors valuation...
Read More What's Driving Your ESOP Valuation?
We'll walk through the essential operational, governance, and...
Read More Beyond the Close – What New ESOPs Need to Prepare for in Their First 90 Days, 6 Months, and One Year
This session demystifies the "Section 4" testing that every ESOP goes...
Read More What Your Compliance Testing Reports Really Mean