The Second Stage and Beyond: Sustainability and Growth for ESOP Companies
As an ESOP company matures, it enters what might be called its “second stage”: The ESOP is in place and the company now must turn to longer-term plans for creating value and fostering sustainability into the future. In this video interview, David Solomon and Dick Shuma, managing director of Prairie Capital Advisors, discuss the questions that come up during this critical time of transition for ESOP companies. View the full interview here or choose from specific topics below.
ESOP Sustainability
What can ESOP companies do in years three, four, five, and beyond to create more value?
How do you get a company to be a “perpetual” or sustainable ESOP company?
What is an ESOP benefit level, and how does it get generated?
What is a sustainability study, and what goes into it?
Who should be involved in conducting the sustainability analysis?
Transitioning From Partial to Full ESOP Status
What are some of the considerations that go into a second-stage transaction?
How many second-stage transactions are you seeing in the current ESOP market?
How does a contributory ESOP work?
How to Improve and Grow an ESOP-Owned Company
Beyond managing their ESOP, how do successful ESOP companies enhance their performance and growth?
Why is it important to choose senior management team and board members who understand ESOPs?
How can an ESOP company improve its position by combining with another ESOP company?
Is the perpetual ESOP a myth, or is it possible to create one that sustains for a long time?
Other places to view this video:
Listen to this interview on Spotify.
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Facing a question about what’s next for your ESOP company? Reach out to David Solomon or another member of LP’s Corporate group