35th Annual Ohio Employee Ownership Conference update
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Employee Ownership 101
2025 Annual Ohio Employee Ownership Conference
Ohio's Employee-Owned Network Programs
Ohio’s Employee Owned Network Events - DAVE (DB)
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Creating An Ownership Culture
Ohio's Worker Ownership Network (OWN)
Reflections on Kendeda's Big Bet Grant
Employee Ownership 101
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Annual Ohio Employee Ownership Conference
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Communications and HR Roundtables
CEO/CFO Roundtables
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Virtual SW Ohio Employee Ownership Forum
Great Game of Business Financial Literacy Workshop
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UBS Financial Services, Inc.
180 Market Sgtreet, Suite 200
New Albany
,
OH
43054
614-939-2214
https://advisors.ubs.com/corporateliquidtyplanninggroup/
Key Contacts:
Joshua Young
Brenda Bennett
David Shaver
Services Offered:
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1042 Rollover/QRP Investment
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Business Transitions
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Capital Markets Services
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Equity Compensation
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Equity Investment
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ESOP Financing
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Employee Benefit Plans
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Estate Planning
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Financial Planning
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Lending
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Monetization Lending
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Repurchase Obligation
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Transaction Planning
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Working Capital Strategies
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Complete Listing
