Skip to Main Content
 
Thought Leadership

Speaker, "Employee Ownership When You're Not Looking to Sell," NCEO Annual Employee Ownership Conference

 
Speaking Engagements

Jordan Bergkamp will present "Employee Ownership When You’re Not Looking to Sell," at the NCEO Annual Employee Ownership Conference on Tuesday, April 25, 2023.

As a business owner and/or ESOP advisor contemplating an exit strategy for a private company, there is an enormous amount of information to consider. What may not be very clear is the real (financial and non-financial) value for your employees and for you as the owner. Attendees will examine why an ESOP is a severely underutilized strategy for an owner's exit strategy, from three perspectives: (A) After-tax proceeds to seller(s); (B) the collaborative nature of ESOP transaction vs. a private sale; (C) Continued legacy of the company for the (great) benefit of the employees.

Learning Objectives:

  • Understand and realize the after-tax proceeds to seller(s) of an ESOP vs. a private sale
  • Understand and realize the collaborative nature of ESOP transaction vs. a private sale
  • Understand the continued legacy of the company for the (great) benefit of the employees

For more information, visit the event website.

Professional: