August 29, 2019

Upcoming Seminar: Practicing the Great Game and Transitioning Ownership

ESOP Seminar

From The Great Game of Business

Friday, September 6

Now that The Game has transformed your organization and everyone is working toward common goals, how do you as the owner or management team ensure a successful ownership transition without disrupting your success?

We will discuss the pros and cons of the ownership transition options available to a business owner/management team and how they align with your key principles within the Great Game. The attendee of this session will also understand the characteristics of the businesses and objectives of the business owner/management team that typically select the different types of ownership transition options.

Business owners and management teams will have an opportunity to discuss the options they’re considering and receive feedback on how to navigate the ownership transition process from the speaker and the audience.

Learning Objectives: How an ESOP complements open-book management as they share a mutual desire to enhance the Company’s profitability and sustainability, and how an ESOP offers an attractive exit strategy for business owners

Takeaways: A handout detailing the 10 steps to a successful ESOP, A list of free, online resources to gather more information on ESOPs

Target Audiences: small and medium sized companies, beginner experience level, all industries

This session is sponsored by Menke & Associates, and is free to attend.

The speaker will be Managing Director of Menke & Associates, Matthew Nels.

For more information, visit the following link:

http://www.cvent.com/events/the-27th-annual-gathering-of-games/agenda-90e77790ec914d74aed1f9e79fdf3663.aspx

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Learn why an ESOP is better for You,
your Business, and your Employees

Upcoming Web Seminar:

As we move into 2025, businesses are navigating a dynamic economic landscape marked by evolving tax policies, rising employee expectations, and the need for sustainable growth strategies. Whether your goal is reducing corporate taxes, creating liquidity for retiring shareholders, or retaining top talent with competitive benefits, Employee Stock Ownership Plans (ESOPs) offer a proven pathway to success.

This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.

What You'll Learn

    • What is an ESOP? A comprehensive overview of how ESOPs work and the transformative benefits they offer to companies and employees.
    • Solutions for 2025’s Challenges: Strategies to tackle rising labor costs, preserve cash flow, and leverage ESOP tax advantages to build resilience.
    • Tax Benefits for Owners & Companies: Explore ways ESOPs minimize taxes while boosting after-tax returns for selling shareholders.
    • Attract & Retain Talent: Understand how ESOPs foster employee loyalty, enhance productivity, and drive long-term growth.
    • Valuation & Financing Insights: Learn how ESOP valuations are conducted and discover flexible financing structures that support your business goals.

Why 2025 is the Year to Explore ESOPs

With increasing focus on equitable business practices, tax-efficient growth, and employee empowerment, ESOPs have never been more relevant. Research shows that ESOP-owned companies consistently outperform their peers in growth, profitability, and employee satisfaction—key factors in staying competitive in today’s economy.

This webinar is ideal for business owners, CFOs, HR leaders, and advisors seeking actionable strategies to adapt and succeed in 2025’s evolving marketplace.This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.

Reserve Your Spot Today

Don’t miss this opportunity to discover how ESOPs can align your business goals with the needs of employees and stakeholders.

10:00AM – 11:30AM PT
11:00AM – 12:30PM MT
12:00PM – 1:30PM CT
1:00PM – 2:30PM ET

READY FOR AN ESOP NOW?

Interested in finding out how an ESOP could work for your company?

For a free preliminary analysis, just fill out our ESOP Feasibility Questionnaire.

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