ESOP Success Stories: What Worked and Why

What You'll Hear

Join Joseph Borowski, CFA and Alex Powell, CFA, CPA/ABV, as they explore 
real-world ESOP success stories and the factors that contributed to successful outcomes. Through practical case studies, you’ll gain insights into why business owners chose an ESOP, how they planned for the transition, and what helped create long-term value for the company, its employees, and its shareholders. The lessons behind these successful ESOP transactions can help inform your company’s own path toward ESOP ownership.