Find Your Resource

This webinar will discuss the importance of integrating Union employees into your ownership culture, explore ways other ESOPs have been successful, and encourage participants to think about what will work in their company.

This webinar will dissect some common assumptions and misconceptions people have about culture, what employees want, and how to change it all for the better with the correct feedback.

Employee Stock Ownership Plans (ESOPs) can be powerful tools for fostering employee engagement, creating a sense of ownership, and driving business success. However, maintaining the sustainability of an ESOP requires strategic planning, careful management, and continuous evaluation.

Discuss the process and complexities associated with selling an ESOP company and the circumstances driving its sale.

Transitioning to a new CEO can be a traumatic experience for a company; if not done well, it can have negative effects on the business and the ESOP.

This session will discuss the appropriate steps to complete in order to make a CEO (or other exec) transition seamless and successful.

Learn what critical steps to take in the months/years leading up to a CEO transition to better ensure a seamless transition and that the business will not lose momentum.

Understanding the preparation needed for a sale, whether to an ESOP or to a third party. The steps to a successful sale and a successful debt raise are both quantitative and qualitative.

Participants will be able to assess the three conditions for engagement and ways to strengthen them in their own companies.

As ESOPs mature, the rules they started out with for distributions, allocations, vesting, participation, rebalancing shares, account segregation, and other issues may no longer be optimal. You may also want to change plan providers, including appraisers or hiring an institutional trustee. This webinar will explore what the law allows and requires you to do when making plan changes.