Webinars

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August 23, 2023

ESOP Sustainability Case Study – Lessons Learned

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August 8, 2023

NCEO – Potential Opportunities & Challenges of Selling an ESOP Company

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July 18, 2023

ABC’s of Valuation

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June 21, 2023

Quality of Earnings – Reduce Risk & Maximize Value in an M&A Process

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June 14, 2023

Benchmarking Strategies to Enhance the Effectiveness of Compensation Programs

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June 13, 2023

NCEO – Valuation Checklist for ESOP Companies

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May 25, 2023

Ownership Transition: Stories from the Advisors

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May 11, 2023

Introduction to ESOP Sustainability

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April 12, 2023

The Truth About ESOPs: Uncovering Myths When Comparing Transition Alternatives

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March 29, 2023

Selling an ESOP-Owned Company: What You Need to Know

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March 7, 2023

What to Expect as a New ESOP

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February 21, 2023

The ESOP Transaction Process