Managing Director PCE Investment Bankers, Inc. Denver, CO
This session will focus on sustainability issues through the lifecycle of an ESOP-owned company and will be divided into three sections: (1) New ESOPs, (2) mid-life ESOPs, and (3) mature ESOPs. Each section will discuss ESOP sustainability issues that are pertinent at each stage. The sections are intended to discuss these issues at a high level with the intent of giving the audience guidelines to keep in mind, as well as tools to consider for future planning. NCEO Publication: Sustainable ESOPs
Learning Objectives:
Understand key sustainability challenges at each ESOP stage.
Evaluate strategic decisions for ESOP longevity.
Apply tools and guidance for effective ESOP management.
