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Don't Do That With Your ESOP

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This replay was recorded on November 13, 2018.

About This Meeting

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.

You will learn:


Ronald Gilbert

presenter photologo

ESOP Services, Inc.

Ronald is president of ESOP Services, Inc., an international consulting firm. He is on the ESOP Association's Board of Governors, the boards of four ESOP companies, and is a former NCEO board member. With 40 years of experience, Ron is co-author of Employee Stock Ownership Plans, the most comprehensive work on the subject, published by the Beyster Institute. Ron worked with Louis Kelso, the "father" of the ESOP.

Paige Ryan

presenter photologo

ESOP Services, Inc.

Paige has been a driving force behind consulting services for ESOP Services, Inc. She works with business owners and their advisors to analyze and understand the ESOP's impact on the company, shareholders, and employees while focusing on the financial aspects of cash flow, tax savings, shareholder liquidity, and employee benefits. With more than 28 years of experience providing guidance to hundreds of companies on the design and implementation of ESOPs, equity compensation plans, and employee motivation programs, Paige is uniquely qualified to address the complex challenges of implementing ESOPs.