Ed Renenger, President and CEO of SES ESOP Strategies, will present the program “Goldilocks and the Partial ESOPs” hosted by the National Center for Employee Ownership (NCEO) at the Salt Palace Convention Center in Salt Lake City, UT, on April 15 at 3:30 p.m. MST.
Ed joins fellow panelists Joe Skorczewski, Managing Director of Chartwell Financial Advisory, Alex Neutgens, Director of Accounting and Finance at Bolton & Menk, Inc., and J.D. Lindeberg, President of Resource Recycling Systems Inc., to discuss the wide variety of strategic considerations for companies that maintain a partial ESOP and want to find that “Goldilocks” sweet spot for achieving their goals and objectives. Panelists will explore S Corporation distributions (on allocated and unallocated shares), tax savings, benefit level, repurchase obligation, discounts for lack of control and ways to increase (or decrease) ESOP ownership.
Attendees will gain on insights on:
- Cash flow challenges associated with partial ESOPs
- Ownership philosophies to determine an optimal percentage of ESOP ownership
- The pros and cons of maintaining partial ESOP ownership
View more details here.
April 15, 2025