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Concurrent Education Session

SUN-A06: Ownership Transition: The ESOP Strategy

Sunday, October 6, 2024
8:30am – 9:45am ET
Location: Walter E. Washington Convention Center, Room 146B
1.25 PDH, LA CES/non-HSW, AICP, FL

Ownership transition is a difficult decision facing firm leaders, but what happens when owners and employees have conflicting goals? Through one firm’s story, learn how an employee stock ownership plan (ESOP) was the answer. This panel will share the drivers, process, and outcomes of transition from founders to the next generation.

Learning Outcomes:

  • Broach the most challenging moment in a firm’s history: ownership transition.
  • Introduce the key benefits of ESOP to companies and owners, and explore how employee ownership influences daily life at a firm.
  • Examine the challenges and opportunities of honing a firm’s identity and operations through an equitable, employee-owned lens.
  • Understand how ownership structures, and ESOP in particular, must align with culture, purpose, and strategy.