Webinar
ESOP Readiness: What Leaders Need to See Before They Decide
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Event Overview

Optimizing an ownership transition isn’t about doing more or moving faster; it’s about choosing the right structure at the right time, so growth doesn’t come at the expense of stability.

An employee stock ownership plan (ESOP) can be a powerful tool for liquidity, succession, and employee engagement, but only when it aligns with the company’s financial reality, growth plans, governance structure, and risk tolerance.

In this session, we’ll examine ESOP as a strategic option, helping leaders move beyond surface-level benefits to understand when an ESOP strengthens performance, reduces avoidable risk, and supports intentional growth over the long term.

Date and Time
Wednesday, August 5
1 - 2 p.m. CT
Location
Online (Webinar)
Cost
Free
Contact
events@eidebailly.com
Learning Objectives
  • Outline what makes a good ESOP candidate.
  • Define the ESOP structure and how it works.
  • Identify key benefits and potential challenges of an ESOP.
  • Assess the process of a feasibility study.
  • Discuss the next steps to determine if an ESOP is right for you.

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