Find Your Resource

What does it mean to conduct a sustainability analysis, and when is the time to update? 

ESOP Companies have various option available to them which can help create a more sustainable ESOP.

Wondering how your PPP loan may impact valuation? Or if your stock value will go up (or go down) based on the always-changing public stock market? Questions on how to prepare a forecast given the economic uncertainty? The webinar will offer real-time advice from thought leaders in the valuation industry. 

Sustainability is the concept of utilizing a resource in a manner that enables longevity. In an ESOP company, the concept relates specifically to perpetuating the ESOP while maintaining the health of the business. ESOP policy decisions are generally established at the inception of the plan when there is not a clear understanding of how such decisions will influence the business as it matures.

Take an aerial view of many different topics and review some of the key details to understand before you consider the implementation to your ESOP.

Every year we hear great ideas from ESOP companies on culture, administration, sustainability, governance, and more. This seminar brings together many of these ideas in a single place. You will learn:  What are some of the best ideas from ESOP companies in corporate culture and communication?  What are some of the best ideas from ESOP companies in plan design, operations, and governance?

ESOPs benefit employees, sellers, and the organization's bottom line - in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.

What is an equity-based long-term incentive plan (“LTIP”), and how many ESOP companies have them? How can LTIPs help retain key executives and align their interests with those of ESOP participants? This session will answer these questions and more.

Discuss financing options from the creation of the ESOP (during the transaction) and how to fund growth as your ESOP matures.

Closely held ESOP companies have a specific legal obligation to buy back stock from departing and diversifying employees. This webinar will describe these requirements and explore than various alternative approaches you can use on such issues as the timing, form, and requirements for distributions, account segregation at termination, changing when distribution occurs, diversification requirements, what valuation to use, and more.