Kimberly McCourtney
Financial literacy isn’t a luxury—it’s an essential. It gives people the tools to make smart decisions, build independence, and move toward the goals that matter most to them. As the saying goes, without knowing, there can be no doing.
Kimberly McCourtney
Employee-owned companies offer a unique workplace experience in which benefits extend beyond just salary and traditional perks. Because employee-owners have a stake in the company’s success, businesses structured this way often prioritize employee well-being, financial security, and professional growth.
Kimberly McCourtney
During our February CEO Peer Network Meeting, we had the pleasure of welcoming guest speaker Ken Serwinski to our discussion on valuation. He posed a key question: “Valuation projection challenges...what should drive your thought process?” Ken brought his expertise spanning over 30 years in the ESOP space. His insights provided a valuable framework for understanding the factors that will shape business valuations in the coming year.
