Selling Your Company to an ESOP

Christine, President of Waukesha, WI-based OwnersEdge, Inc., an industry-leading and 100% employee-owned ESOP holding company with five portfolio companies “ Asche & Spencer, Baycom, CC&N, Implecho, and QComp Technologies. Christine provides OwnersEdge and the affiliate companies with business leadership and planning, financial and operations management, business growth with profit maximization, and productivity and efficiency improvements.  She leads the organizations, acquisition strategy and provides impacting guidance to the profitability and growth trajectory of each affiliate company. The 100-percent employee-owned (ESOP) structure of OwnersEdge and its portfolio companies adds to the complexity of her position since they are held to a higher level of fiduciary responsibility and compliancy.

Loren joined the NCEO in 2005 and became its executive director in 2011. He writes extensively on employee ownership and has spoken at events around the world. Since entering the field in 1995 as a consultant, he has worked with hundreds of companies. His expertise includes all forms of employee ownership, best practices for employee ownership companies, research, effective communications, employee motivation, corporate governance, ESOP transactions and operations, and business literacy.