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Closely held ESOP companies have a specific legal obligation to buy back stock from departing and diversifying employees. This webinar will describe these requirements and explore than various alternative approaches you can use on such issues as the timing, form, and requirements for distributions, including lump-sum versus installment payments, account segregation at termination, changing when the distribution occurs, diversification requirements, what valuation to use, and more.

Discuss the impact of employee ownership on our economies and our communities

Learn what warrants are and why they have become an important negotiation tool for both trustees and selling shareholders.

Leaders often ask what it takes to get more employees "thinking like an owner." The truth is, It takes more than just an ESOP. One challenge to engaging all employees as owners are the often invisible divides based on class and profession in our organizations: office and field, shop floor and customer service, sales, and warehouse.

This session will walk attendees through the real-life thoughts and processes of a selling shareholder who, although having a variety of paths to choose from when selling his business, ultimately decided to sell to an ESOP

This session will focus on considerations for building the trustee ESOP advisory team and the role each may play.

Discuss how each of the 15 items can impact the valuation conclusion.

ESOPs can transform businesses into high-performance organizations. But to do that, companies need to find ways to fully engage employee owners and develop an effective ownership culture. Employee surveys are a good way to engage employees and gauge their perspectives on the fundamental aspect of your ownership culture and what needs to be done to move forward. 

Apis & Heritage is pioneering a new approach to ESOP conversions that they call “employee-led buyouts” (ELBOs). Their model makes it much easier for an owner to pass his/her company to their employees without carrying large sellers’ notes or dealing with extra red tape and expense.