Beyond COVID: Keeping Your ESOP On Track

Owners at Work

English - October 05, 2020 15:27 - 1 hour - 57.4 MB
Entrepreneurship Business Science Social Sciences esop economicdevelopment economics communitydevelopment employeeownership labor workercooperatives workerownership Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Existing ESOPs in the Current Economy

Next Episode: Year End Considerations: Valuations and Repurchase Obligations

In this episode we speak with six experts in the field of employee ownership about how to approach 'regular' operations that all ESOPs must undertake while at the same time keeping an eye on planning for the long term. The discussions, which are adapted from our Annual Conference Short Take videos, focus on ESOP processes and procedures, sustainability, and more. We talk about valuations and preparation strategies, the role of third party administrators, how to best approach repurchase obligations, the evolving concept of ESOP sustainability, what ESOP sustainability studies are, and how to put them into action.

QUEST SPEAKERS

Pete Shuler, Crowe LLP: https://www.linkedin.com/in/pete-shuler-5631044/ Nick Adamy, Adamy Valuation: https://adamyvaluation.com/team/nick-adamy/ Nick Sypniewski, Comstock Advisors: http://comstockadvisors.com/employees/nickolas-sypniewski/ Tom DeSimone, Prairie Capital Advisors: https://www.prairiecap.com/team/tom-desimone-cpa Tim Jamison , Prairie Capital Advisors: https://www.prairiecap.com/team/timothy-jamison-cpa Tina Dicroce, Chartwell: https://www.chartwellfa.com/professionals/tina-dicroce

REACH OUT TO US!

We are always looking to hear from those in the employee-ownershup community and are happy to help highlight your story and bring it to a larger audience. Email us at [email protected]

SHORT TAKE VIDEOS

The interviews in this episode are adapted from video interviews that can be accessed here: https://www.oeockent.org/short-takes