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Panel Proposals

Growth Strategies

Acquisitions by an ESOP Company

Tuesday, April 15, 2025
2:15 PM – 3:15 PM MST
Location: 151
CE: 1
CE Type: CLE, CPE, SHRM
Education Level: Intermediate
Windings and Boulay will take attendees through the process of growing an ESOP company through acquisitions, including strategic rationale, identifying targets and due diligence, and integration of the new business unit and culture building with new ESOP participants.
NCEO Publication: Acquisition Strategies for ESOP Companies
NCEO Webinar:a href="https://www.nceo.org/events/acquisition-strategies-esop-companies"target="_blank"> Acquisition Strategies for ESOP Companies

Learning Objectives:

  1. Understand the strategic rationale for growth through acquisitions.
  2. Understand the basic process for identifying acquisition targets and how to work through the deal process.
  3. Understand how to integrate operations and build ownership culture within a new business unit with new ESOP participants.