Find Your Resource

This webinar will explore the theories advanced in legal cases, potential defenses to such claims, how courts have handled these claims in recent cases, and considerations for structuring these types of payments to mitigate risk.

Discuss how ESOP 401(k) plan and ESOP plans can be viewed together and not seperate

This interactive presentation explores the factors and conditions that attract and retain employees who think, act, and feel like owners.

We will talk about tools and techniques to communicate effectively about valuation in your own company, including actual examples of ways that some companies communicate about valuation to your workforce. This session is appropriate for people who will be doing their company's internal valuation communication.

Employee owners need to know about key valuation drivers and how their day-to-day decisions impact the valuation trajectory of their company. This session will share best practices for communicating value drivers to employees and constructing an effective ownership plan.

This session will give participants the skill-set and confidence they need to design and apply effective 90 Day, self-funding incentive programs or “MiniGames” for immediate use in their own organizations, a direct take home that will drive business results.    

ESOPs are like people with different doctors. To get the best advice, you need the right team and you need to make sure they work well with one another. This webinar helps you learn how to make that happen.

Most ESOP companies value creating a workplace where people feel included, can grow and develop, and can contribute meaningfully to the success of the company.  While many companies understand the business case and already recognize the value of employing a diverse workforce and cultivating a culture of inclusion, they struggle with knowing where and how to start and what to do to keep the momentum moving forward. This webinar is appropriate for all levels of experience to learn practical strategies.

Wondering how your PPP loan may impact valuation? Or if your stock value will go up (or go down) based on the always-changing public stock market? Questions on how to prepare a forecast given the economic uncertainty? The webinar will offer real-time advice from thought leaders in the valuation industry. 

Join this webinar to discuss the pros and cons of this ESOP maintenance strategy.