Description

Based on your feedback and recommendations, we have made a few enhancements to the format of this workshop series.  For this month, the session will be held from 8:00 a.m. to 10:00 a.m. and will take place on the last Wednesday of the month. However, beginning next month, workshops will be held on the Third Wednesday of the month.

This month, we will take a practical look at Employee Stock Ownership Plans (ESOPs), how they work, where they may fit within an exit strategy, and the opportunities and challenges business owners should consider.

Who Will Benefit from This Workshop?

This educational session is designed for business owners who are beginning to think strategically about succession and exit planning, particularly those who:

• Are age 50+ and want to better understand their future business transition options.

• Operate in industries such as building products, construction, industrial manufacturing, distribution, or supply. In addition to the educational content, attendees will have the opportunity to connect with peers facing similar opportunities and challenges.

• Own capital-intensive businesses with significant Property, Plant & Equipment (PP&E), including specialty contractors, general contractors, home builders, manufacturers, food and beverage companies, distributors, bottlers, and energy-related businesses.

• Lead organizations where specialized talent is critical, and employee retention and incentive programs play an important role in long-term success.

• Operate within professional service sectors, such as physician groups and certain regulated industries, where traditional ownership transfer options may be limited.

Workshop Agenda
✓ Welcome & Introductions
✓ Overview of Business Exit and Succession Planning Options
✓ Common Misconceptions and Practical Realities
✓ 10-min Break
✓ ESOPs in Focus: How They Work, When They Make Sense, and Key Considerations
(Educational discussion only — not a sales pitch.)
✓ Real-World ESOP Case Study
✓ Q&A and Group Discussion
✓ Closing Remarks

We look forward to welcoming you and sharing an engaging, educational morning with fellow business owners.

Take care,
-Gabe