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Communicating Financials and Valuation to Your Participants

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact our Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on May 30, 2017.

About This Meeting

Research consistently shows that ESOP companies outperform the competition, but only when the incentive and reward of the ESOP is communicated clearly and employee owners can see and act on opportunities to drive improved company performance. This session will provide different ideas on how to effectively communicate financial information; what to share, how, and what ongoing support is needed. Several methods from different companies are provided so you can identify what may be best for your firm.

You will learn:


Communicating Financials and Valuation to Your Participants
Craig Olinger, ESI


Craig Olinger

presenter photologo

Enterprise Services, Inc.

Craig is a managing partner at ESI, a firm focused on providing consulting services for private business with a specific concentration on ESOPs, management buyouts, business valuations, stock option and synthetic equity plans, and fairness opinions. Craig specializes in working with business owners and advisors on ESOP valuations and possesses an impressive range of management experience encompassing financial planning, strategic management, and business administration. His numerous years in the service industry extend across such disciplines as sales, analysis, and customer relations.