Sustaining Your ESOP - Part I
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This replay was recorded on April 29, 2014.
About This Meeting
As plans mature, problems can emerge. Companies may find they have limited shares to allocate to new employees, creating a have/have not problem. The business model may not adapt to future needs. Ownership cultures may become stale. Repurchase obligations may become more daunting. New leaders need to be identified as senior people leave. This webinar explores how to keep your ESOP effective and vibrant.
You will Learn:
- Addressing the have/have not problem
- Managing repurchase obligations
- Revitalizing ownership culture
- Creating an effective leadership succession plan
Alexander P. Moss
Praxis Consulting Group, Inc.
Alex is a founder and president of Praxis Consulting Group, Inc., where he advises employee-owned, non-profit, and mission-driven corporate clients in fully engaging employees to drive organizational performance. His expertise includes ownership culture, strategy, governance, leadership, and workforce education and engagement. Alex is a current board member of two ESOP firms, a trustee of the Employee Ownership Foundation, and on the Board of Governors of the ESOP Association.
Kenneth E. Serwinski
Prairie Capital Advisors, Inc.
Ken cofounded Prairie Capital Advisors with Robert Gross in 1996 after they recognized a universally underserved need for objective financial advisory consultation for closely held businesses. Since then, Ken has dedicated his experience to providing closely held companies with the guidance and expertise needed for some of their most critical business decisions. He continues to grow Prairie's reputation as a widely respected firm of its kind, designing, structuring, and implementing customized ownership transition strategies, including private sales, management buyouts (MBOs), employee stock ownership plans (ESOPs), and more for businesses nationwide.