Join / Renew
MCC-SoCal-2011_E5J1605-COLOR-lgo

Who Should Own Your Business After You?

Virtual Learning Series

An introduction to employee ownership for business transitions

Thousands of business owners have decided that employee ownership is the best opportunity for flexibility and fair market value for you as the seller, security for your employees and community, and preservation of your company’s values. You will also have the satisfaction of knowing the people responsible for the future of your company.

Explore entrusting the legacy of your business to your employees with employee ownership.

Session 1: Exploring Employee Ownership

Presented by James Steiker, SES ESOP Strategies

Session 2: ESOP Plan Design and Operation

Presented by Mitchell Miller, Greatbanc Trust, and Leah Turnbull, BMO Harris Bank

Session 3: What's Your Business Worth?

Presented by Melissa Bizyak and Brad Matthews from Grossman Yanak & Ford

Session 4: Who Pays? Funding the Transition to Employee Owned

Presented by Alberto del Pilar from Butcher Joseph & Co. 

Session 5: Employee Ownership Trusts

Presented by Chris Michael from EOT Advisors

Thank you to our sponsors & community partner

EOT Advisors Blue Square New (1)
BEI square Logo
SES ESOP Strategies_2021 Logo
Butcher_Joseph_1008x159
Grossman-Yanak-and-Ford-LLP
PDA

Suggested Reading: Who Should Own Your Business After You?

In Who Should Own Your Business After You?, four business owners who have sold their companies to their employees tell you why in their own words.

Where to go next: ESOP Pre-Feasibility Toolkit

To learn more about selling to an ESOP and explore whether it's right for your company, see our toolkit on assessing the feasibility of an ESOP.