ESOPs and Owner Legacies

While I truly believe ESOPs are a greatly under-utilized exit strategy, they are so much more than that. They are a vehicle to change company culture. As a CEPA, one of the core concepts I discuss with owners is the legacy they wish to leave behind when they...

2017 Canadian ESOP Conference

I just spent three amazing days in our nation’s capital of Ottawa at the 2017 Canadian Employee Share Ownership Plan (ESOP) Conference. This is now the third annual conference put on by the ESOP Association of Canada – a not-for-profit organization created to...