Many thanks to SCJ Fiduciary Services in becoming INCEO’s newest supporter and sponsor. SCJ Fiduciary Services supports a team of 3 Independent Trustees with over 40 years of combined fiduciary experience. Steve James, Kjersti Cory, and Drew Schaefer serve as individual Trustees representing over 200 ESOPs. The diverse team of SCJ includes individuals with real-world,…
Many thanks to WinTrust in becoming INCEO’s newest supporter and sponsor. WinTrust experienced professionals provide financing for ESOP-owned companies in a variety of industries throughout the U.S. Our experts partner with businesses to ensure a smooth transition to employee ownership and remain active throughout the life cycle of the company. We understand that, as your…
Many thanks to Carole Leslie of Ownership Associates UK for sharing her March 2023 newsletter Ownership Matters.
Presented by Walt Eckert, Brad Minor, Paul Esche, Jeff Pangburn, and Thomas Stafford on Thursday, August 11 at the 2022 Construction Summit, this break-out session discussed an overview of ESOPs as an exit strategy, ESOP functions, challenges for the Construction industry, and answers to common ESOP questions. 2022 Construction Summit ESOP Panel Discussion from Blue…