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Panel Proposals

Feasibility and Transactions: Creating Employee Ownership

ESOPs as a Succession Solution: Navigating the Future of Family Businesses

Tuesday, April 15, 2025
9:00 AM – 10:00 AM MST
Location: 258
CE: 1
CE Type: CPE, SHRM
Education Level: For All levels
As family businesses plan for the future, exploring transition strategies becomes critical. In this panel discussion, hear from two C-suite executives who chose to pursue ESOP as a succession planning options that offered an innovative path to ensuring long-term legacy and stability. We will explore how ESOPs can provide liquidity, retain company culture, and align the interests of employees as a viable option for a family business.
NCEO Publication: Selling to an ESOP and Financing the Deal
NCEO Toolkit: ESOP Pre-Feasibility

Learning Objectives:

  1. Explore when an ESOP might be a good fit as a company succession planning alternative.
  2. Examine the benefits of the ESOP for both business owners and employees.
  3. Consider how the ESOP can be used for liquidity, as well retaining company culture and fueling future company growth.