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Ongoing ESOP Operations

Keeping Your Advisors On Top Of Their Game

Wednesday, April 16, 2025
4:00 PM – 5:00 PM MST
Location: 259
CE: 1.0
CE Type: CLE
We will explore best practices for effectively utilizing advisors throughout the lifecycle of an ESOP. From initial transition to an ESOP, through ongoing operations, and finally to the decision to sell or exit employee ownership, this presentation will provide practical insights and strategies. You’ll learn how to evaluate advisor performance, determine when and how to make changes, and optimize collaboration between internal and external resources. Join us to gain valuable knowledge that will help keep your advisors on top of their game and ensure the success of your ESOP.

Learning Objectives:

  1. Learn the specific tasks and responsibilities advisors should handle at various stages of the ESOP lifecycle.
  2. Gain insights into processes for evaluating advisor performance and feedback mechanisms to maintain high standards.
  3. Identify the signs that indicate it might be time for a change and the best practices for transitioning advisors smoothly.