Becoming an ESOP
was only the first step.
We’re here for every phase and stage of your ESOP.
The Established ESOP was designed to meet you where you are in your ESOP journey.
About The Established ESOP
The Established ESOP content provides valuable insight for current leaders in ESOP companies. These discussions address common questions that arise after closing and navigating ESOP implementation year over year.
TOPICS WE COVER
- Annual Valuations
- Seller Debt Strategy
- Repurchase Obligation
Established ESOP Content Hub
Explore content and insight from past Established ESOP events.
Our Established ESOP Panelists
Seasoned industry professionals provide valuable ESOP expertise and insight at each forum event.
Kristy Britsch
Senior Counsel
Levenfeld Pearlstein
Joel
Davis
VP - ESOP Consulting
Principal Financial Group
John Prodoehl
VP - ESOP Consulting
Principal Financial Group
Neil
Brozen
President
Ventura Trust
Tim Hillegass
Managing Director
HDH ADvisors
Corley Thomas
Managing Director
HDH ADvisors
Jeff
Jamerino
Post Closing Advisory
Lazear
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The Unlock by Lazear is a monthly newsletter designed to share helpful insights and tips on how to accomplish succession planning goals, connect the dots between exit strategy and healthy team culture, and how to capitalize on tax planning opportunities.
