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Succession Planning



Explore some key elements for using an ESOP as your exit strategy


  • Business owners of private companies only have a few options for succession or exit
  • What is the success rate of these options?
  • Why do Canadian business owners choose ESOPs?
  • What is required to exit successfully through an ESOP?


Speakers: Perry and Joanna Phillips operate a specialty firm to assist owners of privately held Canadian organizations to build and implement Employee Share Ownership Plans (ESOPs)


www.esopbuilders.com




Date: December 15th, 2020


2 - 3 pm CST

3 - 4 pm EST

12 - 1 pm PST



Webinars only available to members

For membership information Click Here



Role of Private Equity in Transforming Privately Owned Businesses




  1. Why would you want to do a deal with a private equity investor?
  2. What does a private equity investor look for in a transaction?
  3. What are the market conditions in the COVID environment? (Quantitative market data, deal activity, qualitative info as well – due diligence complexities, heavier emphasis on existing management capabilities)
  4. Go-forward model – what happens after the PE investment is made? (owner stakeholders who are not you, Board reporting and construction)




 Panel Members :


Steven Quigley - Blue Cay Consulting

Mac LaFolette - The GC Companies

Shilpa Joshi - PWC



Date: Coming January 2021


Check back soon for more details and for a link to registration






 ESOP Administration




Learn how an established ESOP manages the administrative side of an ESOP



The power of software for managing employee ownership





Speaker: Ramy Taraboulsi



Date: Coming Soon







ESOP 101


Recorded at the 2018 Canadian Employee Ownership Conference


Dan Ohler - ESOP Builders Inc.




Webinars only available to members

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ESOP Success Story


2019 Canadian Employee Ownership Conference



Karen Letourneau - KeyLeaf


A Journey moving from government funding to employee ownership



Webinars only available to members

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Having an ESOP Committee to keep the ESOP philosophy fresh, alive, exciting, and fun for employee owners



Speaker: TBA


Date: Coming Soon









Building an Ownership Culture



Patrick O'Brien - Metcalf Archaeological Consultants



From our Webinar on Demand Series



Webinars only available to members

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 An ESOP Transition Story



Selkirk Signs



From our Webinar on Demand Series



Webinars only available to members

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Ownership Thinking



ESOP Builders Inc. & The Achievement Centre



From our Webinar on Demand Series



Webinars only available to members

For membership information Click Here