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Panel Proposals

Repurchase Obligation and Sustainability

ESOP to Exit: What Happens When an ESOP Company Sells?

Thursday, April 9, 2026
11:00 AM - 12:00 PM CDT
Location: 208
CE: 1
CE Type: CPE, SHRM
Education Level: Intermediate
Selling an ESOP company is a complex decision with high stakes for employee-owners. This session will explore the strategic reasons to consider a sale, key factors in determining the best path forward, and how to approach the process to protect and maximize employee value. Insights from an attorney, a trustee, and a valuation professional will offer practical guidance on navigating the entire transaction process. Attendees will leave with a clear understanding of how to prepare for and execute a successful ESOP exit.

NCEO Publication: Responding to Acquisition Offers in ESOP Companies

Learning Objectives:

  1. Understand key factors when considering the sale of an ESOP company.
  2. Understand the significant risks associated with selling.
  3. Understand the complex process of selling an ESOP.