Becoming an ESOP
was only the first step.
We’re here for every phase and stage of your ESOP.
The Established ESOP is designed to provide current leaders in ESOP companies. These discussions address common questions that arise after closing and navigating ESOP implementation year over year.
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.
JUST SOME OF THE TOPICS WE COVER
- Annual Valuations
- Seller Debt Strategy
- Repurchase Obligation
Upcoming: Register for Our March 12th Session
Join us for the March 2024 Edition of The Established ESOP Forum: Protecting your ESOP with Proactive Strategies for Repurchase Obligation. Register now to reserve your spot!
Our 2024 Established ESOP Panelists
Seasoned industry professionals provide valuable ESOP expertise and insight at each forum event.
Kjersti
Cory
Independent Trustee
SCJ Fiduciary Services
Joel
Davis
VP - ESOP Consulting
Principal Financial Group
John Prodoehl
VP - ESOP Consulting
Principal Financial Group
Brian
DeMaagd
Founder & Managing Director
Vision ESOP Valuation
Steven A. Goodman
Shareholder & Partner
Lynch, Cox, Gilman & Goodman, PSC
Josh Zeidman
Managing Director
Lazear
Jeff
Jamerino
Post Closing Advisory
Lazear
Established ESOP Content Hub
Explore content and insight from past Established ESOP events.
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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.
