Selling to Your Employees

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Video - Taken from the DVD "Exiting Your Business: Small Business Succession Planning"


Employee Ownership Feasibility Grants

Low interest loans for companies currently employee-owned, or implementing employee ownership

Upcoming Webinars (all upcoming webinars)

January 21st 2010 –Selling to Managers/Key Person(s) – Dave Gustafson, Apple Growth Partners -When considering a sale or transfer to key managers/persons, business owners need to be aware of some important considerations. Gift or sale implications, financing issues, employment contracts, and more are some of the issues covered in this webinar. Click here to register for this webinar

February 11th 2010 – Maximizing the ESOP Benefit: Employee Ownership Culture – Jay Simecek, Ohio Employee Ownership Center - Studies have shown that when you combine employee ownership with an ownership culture, just about every financial measurement of the company improves as well. Find out more at this webinar. Click here to register for this webinar

February 23rd 2010 – Issues as an Employee-Owned Co-operative Matures - Leslie Schaller, ACEnet - In many ways, employee-owned co-operatives are just like any other business; in other ways they are not, especially as they mature. Managing growth, integrating new employees/owners, and more will be covered in this webinar. Click here to register for this webinar

February 25th 2010 - Selling Your Business to an Employee-Owned Co-operative: Doing the Deal – Mark Stewart, Shumaker Loop & Kendrick - Learn the nuts and bolts of selling your business to a co-operative at this webinar. Tax, legal, and financial issues will be covered. Click here to register for this webinar


Archived Webinars:
(all archived webinars)

May 27, 2009 - Structuring a Sale of Your Business to an Employee Stock Ownership Plan (ESOP) - Carl Grassi, McDonald Hopkins - view recording here
Download slides from webinar here (pdf only)

May 15, 2009 - Selling Your Business To Your Employees: Employee-Owned Cooperative - Mark Stewart, Shumaker Loop & Kendrick - view recording here
Link to articles on cooperatives
Download slides from webinar here (pdf only)

November 5th, 2008 – Financing a Sale to an Employee Stock Ownership Plan - Robert Massengill, SES Advisors - view recording here

May 20th, 2008 - Selling Your Business to Your Employees: The ABCs of ESOPs - Richard Tanner, Ownership Advisors - view recording here


Articles/Books

Owner's Guide to Business Succession Planning


Articles from OEOC Professional Members
Can A Cooperative be Both A Worker Cooperative and a Consumer Cooperative?
by Eric D. Britton & Mark C. Stewart, Shumaker Loop & Kendrick
Selling to Your Employees through a Worker Cooperative - and Sheltering Your Capital Gain - Short Version
by Eric D. Britton & Mark C. Stewart, Shumaker Loop & Kendrick
The Seven Deadly Sins of ESOPs
- Brian Bornino and Joseph R. Borowski, GBQ Consulting 
Do the Math: ESOPs Can Dramatically Increase Sellers' Proceeds - Brian Bornino and Joseph R. Borowski, GBQ Consulting
COLI for ESOP Companies - Robert C. Bye, Northwestern Mutual Financial Network
S-Corporation ESOPs: Right for Your Company? - Mary Beth H. Gray, SES Advisors
Achieve Income Tax and Estate Planning Objectives With an ESOP - Mark R. Kossow, SES Advisors
Transitions The ESOP Solution For Succession Challenges - Stephen P. Magowan, SES Advisors
Who's Worthy of the Throne? - Thomas Roback Jr., Blue Ridge ESOP Associates 
Selling In Liquidity and Succession Using an ESOP - Jim Steiker, SES Advisors


Other Resources
Exit Planning Forum