This session will explore the feasibility and transactions involved in creating an employee ownership transition, focusing on quarterbacking, valuation methods, and transition planning. Participants will learn how to effectively quarterback an employee ownership project, ensuring strategic alignment and efficient execution. The session will also cover various valuation methods to accurately assess a company's worth, including discounted cash flow analysis and market capitalization. Additionally, attendees will gain insights into transition planning, developing a comprehensive roadmap for a smooth ownership transition. By the end of this session, participants will be equipped with the knowledge and tools to successfully implement employee ownership in their organizations.
Learning objectives:
Learn how to effectively quarterback an employee ownership project for strategic alignment and efficient execution.
Understand various valuation methods to accurately assess a company's worth, such as discounted cash flow analysis and market capitalization.
Gain insights into transition planning and develop a comprehensive roadmap for a smooth ownership transition.
Equip yourself with the knowledge and tools to successfully implement employee ownership in organizations.
Faculty
Ethan Stambler, SVP SES ESOP Strategies,
Both personal interest and professional experience have fueled my growing passion for advancing investment and corporate strategies that are commercially successful, sustainable, and generate positive societal impact. Through this journey, I have come to focus on supporting business owners and companies on transitioning to successful and sustainable employee ownership structures, primarily through ESOPs.
My experience spans investment and capital raising strategies globally for alternative and traditional asset classes with a particular interest in niche strategies and creative structures. Asset class experience includes direct, primary and secondary market private equity strategies, private credit, real estate, and agriculture.
Functional product development expertise includes fund design, structuring, positioning, and capital raising strategy. Strong analytic, communication and transaction skills gained through my prior experience in strategy consulting, investment banking and corporate development. Transactional experience including M&A, JV's, and corporate asset divestitures.
B.A. in Economics, Northwestern University. M.B.A. in Strategy and Finance, Kellogg Graduate School of Management
Faculty
David Gray, Director Client Services, Project Equity
After several years in nonprofit leadership, David started his career as an entrepreneur by opening a fair-trade retail store with Ten Thousand Villages, in Montreal, Canada. He later opened Full Circle Thrift, a boutique second-hand store in Pasadena, CA. Most recently, David led business development for one of Habitat for Humanity’s networks of ReStores in the San Francisco region. David is passionate about addressing the unique issues of businesses in transition. He excels in developing strategic governance plans that support growth and frees up vision holders to maximize their time and energy. With training and experience in conflict mediation, David helps groups have difficult conversations that lead to creative solutions. His observation skills and interpersonal dynamics build trust, develop leadership, and cast a vision for viable new realities. When not working, he loves cooking for his family and planning unique trips to explore new places.
Continuing education
Upon successful completion of the course, participants will receive 1.5 hours of CEPA CE and 1.5 hours of NASBA CPE.
