Are you leading or advising mature, privately held businesses? We are. Our clients are thinking about succession planning, and  looking for the ways not only to provide liquidity, but also to preserve their legacy and take care of their people.

On Friday, June 26 from 9:30–10:30 PT, we’re hosting an online conversation about ESOPs (Employee Stock Ownership Plans). 

ESOPs are a power mechanism that offer that path to liquidity and legacy preservation, and put meaningful wealth-building in the hands of the employees.

We’ll walk you through the basics: what it is, how it works, who it works for, and how to get started.

Join us on Friday, June 26 at 9:30–10:30 PT