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Panel Proposals

Feasibility and Transactions: Creating Employee Ownership

ESOP 101 – Walking Through a New ESOP Formation

Monday, April 14, 2025
10:45 AM – 11:15 AM MST
Location: 150
CE Type: CLE, CPE, SHRM
Education Level: For All levels
Join us on a comprehensive exploration of the ESOP transaction process in our interactive roundtable session. This session aims to equip participants with a thorough understanding of the professionals involved and how they collectively work together to successfully establish an ESOP. Each expert, with extensive experience in their respective area, contributes to a well-rounded view of the ESOP transaction, guiding you from the initial stages right through to successful completion. This session promises not just theoretical insights but also practical wisdom for a complete grasp of ESOP transactions.
NCEO Article: Transaction Elements of Successful ESOPs

NCEO Toolkit: Pre-feasibility Toolkit

NCEO Toolkit: Pre-feasibility Calculator

Learning Objectives:

  1. Upon completion, participants will be able to describe the key roles and responsibilities of each party involved in an ESOP transaction, outlining how they contribute to the process.
  2. Participants will gain a comprehensive understanding of each phase in the ESOP transaction process, including how parties, while negotiating against one another, collectively work together toward a successful outcome.
  3. Participants will be equipped to identify and summarize the common challenges encountered in ESOP transactions, along with effective strategies and solutions to address these issues.