Ensuring an ESOP’s Long-Term Success: Strategies for Sustainability

Employee Stock Ownership Plans (ESOPs) can be powerful tools for fostering employee engagement, creating a sense of ownership, and driving business success. However, maintaining the sustainability of an ESOP requires strategic planning, careful management, and continuous evaluation.

In this webinar, industry experts and seasoned professionals will discuss the key components necessary to sustain an ESOP for the long term. We will explore various strategies, best practices, and practical insights aimed at optimizing the sustainability of ESOPs, ensuring they remain a beneficial asset for both employees and the company.

Session objectives include:

• Learn the technical and softer components that contribute to an ESOP’s sustainability.
• Understand the business objectives for performing a sustainability analysis.
• Discuss best practices for managing repurchase obligations and ensuring the repurchase and distribution policies are correct for the current stage of the ESOP.
• Understand how an ESOP’s ownership culture, employee engagement, succession planning strategy, and effective governance fit into the overall sustainability framework.
• Address challenges and mitigate risks associated with an ESOP’s success.

Presenters:

• Andy Manchir, Partner, Katz, Sapper & Miller
• Richard Van Doel, President, Indiana Center for Employee Ownership
• Amber Lloyd, Managing Member, Retirement Management Services, LLC
• Brad Minor, Valuation and Financial Forensics Director, Blue & Co.