About the Webinar

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:

  • What the most significant and most common legal problems to be aware of as ESOP companies are, including how to fix them
  • Preventative steps and best practices to avoid those problems from arising in the first place
Presenter(s)

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.

David Binns is an experienced corporate executive with extensive expertise with employee stock ownership plans (ESOPs), equity compensation strategies and international economic development. He has served as a senior officer, Board member and/or advisor on a number of successful buyouts of ESOP companies.

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