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An ESOP can be a tool to make acquisitions easier, but it also adds some layers of complexity, and this Webinar explores the legal and fiduciary issues that must be part of any effective acquisition strategy. This webinar will also discuss the impact of the acquisition, plan its implementation, consider the impact on HR, benefits, and morale, and develop an approach to communications to respects both the need for confidentiality and employee buy-in.

Join this session to learn the different mechanics of involving the ESOP directly in the purchase and how it may be different if you acquire another ESOP.

Dive deep into the power of the NCEO Download, your gateway to invaluable tools, guides, and insights designed to empower your organization's success.

More than 25 years of research shows that employee-owned companies outperform their peers, primarily when they implement specific components as they develop their culture. This workshop will discuss the core elements of an ownership culture that drive company performance and include small group work for sharing strategies.

Delve into innovative methods for streamlining communications, such as avoiding traditional mailings and embracing online distribution for essential documents like Summary Annual Reports and Shareholder Notices.

Determining the value of ESOP shares requires complicated, regulated analysis, but everyone connected with the ESOP needs to know the basics. This webinar will serve as an overview for people who just want to understand the key concepts of ESOP valuation or as a foundation on which to learn more advanced valuation topics.

Join us to get a list of 15 items that should be considered by the company's management, ESOP trustee, and valuation firm when performing an ESOP valuation.

Learn common oversights, valuation impacts, company impacts, and best practices to review as you embark on your valuation process.

Learn the factors and best practices an ESOP and its advisors should consider as they move into the next phase of the ESOP structure.

Recapitalization facilitates the best use of capital without sacrificing a culture of employee ownership and maintains employee ownership in an augmented form.