Find Your Resource

This webinar will dissect some common assumptions and misconceptions people have about culture, what employees want, and how to change it all for the better with the correct feedback.

Enhance your knowledge, solve common participant issues, and implement best practices to improve your services.

Employee Stock Ownership Plans (ESOPs) can be powerful tools for fostering employee engagement, creating a sense of ownership, and driving business success. However, maintaining the sustainability of an ESOP requires strategic planning, careful management, and continuous evaluation.

Discuss the process and complexities associated with selling an ESOP company and the circumstances driving its sale.

Transitioning to a new CEO can be a traumatic experience for a company; if not done well, it can have negative effects on the business and the ESOP.

This session will discuss the appropriate steps to complete in order to make a CEO (or other exec) transition seamless and successful.

CEO transitions are a critical time in the life of an ESOP and they are not simply about finding a great new CEO. If done well, the company and ESOP will continue to grow and prosper and if not done well, they can stall the business or drive ESOP share price downward.

Learn what critical steps to take in the months/years leading up to a CEO transition to better ensure a seamless transition and that the business will not lose momentum.

Understanding the preparation needed for a sale, whether to an ESOP or to a third party. The steps to a successful sale and a successful debt raise are both quantitative and qualitative.

Participants will be able to assess the three conditions for engagement and ways to strengthen them in their own companies.