This July, the NCEO will host Is an ESOP Right for You? in San Diego, bringing together leading experts to explore ESOPs as a succession strategy. The two-day event (July 14–15, 2025) at Hotel Republic features an impressive lineup of speakers with diverse backgrounds in employee ownership.
Matt Licina from the NCEO will present "What is Employee Ownership?" while Jason Switz, CFO of Chasse Building Team, will share "An ESOP Company Perspective" from his 25+ years of financial management experience.
The event will also delve into technical aspects of ESOPs, with Dan Markowitz of Boulay leading "ESOP Transaction Structures & Assessing Feasibility" and Matt Middendorp of Vision Point Capital presenting "Plan Design & Operations." Tim Rettig, CEO of IntrustIT, will share "My Multi-Generational ESOP Story" as a second-generation ESOP entrepreneur who transitioned his company to employee ownership in 2019. For those seeking to learn more about valuation, Tim Jamison of Prairie Capital Advisors will lead "Determining Stock Value" while Steve Ryan of GreatBanc Trust Company will cover "Financing an ESOP."
Legal and fiduciary considerations will be addressed by Alan Kandel of HuschBlackwell in his session "Fiduciary Responsibilities," tying in his extensive experience counseling clients on employee benefits and executive compensation. Nick Francia of The Capital ESOP Group at UBS will round out the main presentations with "Investing in the 1042 Rollover," focusing on tax-efficient exit strategies for business owners considering an ESOP transition.
The event also includes focused roundtable discussions on crucial topics including transaction expectations, ownership alternatives, valuation importance, creative financing structures, fiduciary responsibilities, open book management, and effective ESOP communication. This comprehensive program makes it an essential event for business owners considering employee ownership as a succession strategy. Register today to join us in San Diego!