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Individual Proposal

Effective Governance

Let's Talk About Process: What Do I Do with an Unsolicited Third-Party Offer?

Wednesday, April 8, 2026
4:00 PM - 5:00 PM CDT
Location: Baird Ballroom E
CE: 1
CE Type: CPE
Education Level: For All Levels
You received a letter of intent from a significant customer that is interested in buying your ESOP-owned company. What are the next steps? What does the letter mean? Who should respond? What do you do?
This session will explore a few different unsolicited offer situations that you might encounter and walk through some of the more important considerations through small-group breakout discussions.

NCEO Publication: Responding to Acquisition Offers in ESOP Companies

Learning Objectives:

  1. Identify the possible approaches and next steps after receiving an unsolicited offer.
  2. Create a roadmap for board considerations of an unsolicited offer.
  3. Lead a discussion on pros and cons and next steps following receipt of an unsolicited offer.