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ESOP Overview - An Introduction to ESOPs

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. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on October 23, 2018.

About This Meeting

This session is a one-hour overview of to the main features of employee stock ownership plans (ESOPs). It is appropriate for people familiar with basic business and finance topics but new to ESOPs and for those responsible for ESOP communication. The session will cover the current status of ESOPs in the US and some highlights on their performance. The NCEO will use graphics, examples, and simple explanations to provide a general introduction to the features common to all ESOPs. NOTE: Every ESOP is different. This session does not attempt to teach people the specifics of how any particular ESOP works.


Edward C. Renenger

presenter photologo

SES ESOP Strategies, a Stevens & Lee/Griffin Company

Edward is COO of SES ESOP Strategies, a Stevens & Lee/Griffin-affiliated company, and co-chair of Stevens & Lee's ESOP Group. He concentrates his practice in helping companies navigate the complexities of ESOPs. Ed advises business owners on selling their companies to employees through an ESOP by determining the feasibility of creating an ESOP, consulting on whether the ESOP accomplishes the goals of the relevant stakeholders, designing the appropriate structure, implementing the transaction, and assisting the company with the ongoing administration and compliance of the ESOP.

Mark B. Russell

presenter photologo

SES ESOP Strategies, a Stevens & Lee/Griffin Company

Mark heads the finance group at SES ESOP Strategies, a Stevens & Lee/Griffin Company, and is a senior managing director at Griffin Financial Group, where he works with clients and their principals providing M&A advisory services and private placements of debt and capital. He works extensively with business owners, evaluating their business and personal situations and helping prepare for succession of or exit from their businesses by performing an exhaustive analysis of alternatives ensuring business owners have all necessary information.