Center for Private Company Excellence Seminar: ESOP Mini Conference

This ESOP mini-conference provided a chance to gain valuable information and insights from industry experts and leaders of ESOP companies. Content was directed at existing ESOP companies and companies that are considering ESOPs as a transfer strategy.

Attendees learned:

• How ESOPs rank among the various private company transfer strategies
• The mechanics of setting up an ESOP and making it work over the long-term
• An update on the latest tax, accounting, and DOL issues
• How to make your ESOP work for your team - training and communication strategies
• The effect of ESOPs on employee morale, performance, hiring, and retention
• ESOP sustainability - managing repurchase obligations, governance, and coordination of advisors
• A panel discussion and Q&A with ESOP company leaders

View clips from the seminar: