Find Your Resource

This session will focus on considerations for building the trustee ESOP advisory team and the role each may play.

Discuss how each of the 15 items can impact the valuation conclusion.

ESOPs can transform businesses into high-performance organizations. But to do that, companies need to find ways to fully engage employee owners and develop an effective ownership culture. Employee surveys are a good way to engage employees and gauge their perspectives on the fundamental aspect of your ownership culture and what needs to be done to move forward. 

Apis & Heritage is pioneering a new approach to ESOP conversions that they call “employee-led buyouts” (ELBOs). Their model makes it much easier for an owner to pass his/her company to their employees without carrying large sellers’ notes or dealing with extra red tape and expense.

An ESOP can be a tool to make acquisitions easier, but it also adds some layers of complexity, and this Webinar explores the legal and fiduciary issues that must be part of any effective acquisition strategy. This webinar will also discuss the impact of the acquisition, plan its implementation, consider the impact on HR, benefits, and morale, and develop an approach to communications to respects both the need for confidentiality and employee buy-in.

Join this session to learn the different mechanics of involving the ESOP directly in the purchase and how it may be different if you acquire another ESOP.

Dive deep into the power of the NCEO Download, your gateway to invaluable tools, guides, and insights designed to empower your organization's success.

More than 25 years of research shows that employee-owned companies outperform their peers, primarily when they implement specific components as they develop their culture. This workshop will discuss the core elements of an ownership culture that drive company performance and include small group work for sharing strategies.

Determining the value of ESOP shares requires complicated, regulated analysis, but everyone connected with the ESOP needs to know the basics. This webinar will serve as an overview for people who just want to understand the key concepts of ESOP valuation or as a foundation on which to learn more advanced valuation topics.

Join us to get a list of 15 items that should be considered by the company's management, ESOP trustee, and valuation firm when performing an ESOP valuation.