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Panel Proposals

Feasibility and Transactions: Creating Employee Ownership

Room & Board’s Journey to Employee Ownership

Wednesday, April 16, 2025
2:30 PM – 3:30 PM MST
Location: 151
CE: 1
CE Type: SHRM
Education Level: For All levels
In 2024 Room & Board transitioned to 100% ESOP ownership, giving their 1,100 employees a financial stake in the company. The journey to ESOP ownership involved years of exploring other potential ownership alternatives, including going public, private equity, and nonprofit ownership. Learn what compelled Room & Board to ultimately choose ESOP as the preferred long-term ownership structure.
NCEO Toolkit: Pre-Feasibility Toolkit
NCEO Toolkit: Finance Toolkit

Learning Objectives:

  1. Attendees will assess the various ownership alternatives considered by Room & Board, including public offerings, private equity, and nonprofit ownership, identifying the pros and cons of each.
  2. Participants will explore the key factors that influenced Room & Board’s decision to transition to 100% ESOP ownership and be able to identify the potential benefits of ESOPs for both employees and the company.
  3. Participants will review and discuss the outcomes of Room & Board's transition to ESOP ownership, considering how it may inform their own organizational decision-making regarding ownership structures.