WAYLAND, MA, Aug. 26, 2020 – Susan Halevi of SES ESOP Strategies spoke at the Vermont Center for Employee Ownership (VEOC) Annual Conference, a virtual event held Aug. 18, 2020.
Ms. Halevi co-presented “An Introduction to Employee Ownership.” Geared to business owners thinking of bringing employee ownership to their companies, the presentation covered the reasons for doing so, the basic structures and the ways to implement them. Attendees also learned about the two most common forms of employee ownership, employee stock ownership plans (ESOPs) and worker cooperatives, and heard from leaders of ESOP-owned Birdseye Building and cooperatively-owned PT-360.
Ms. Halevi represents companies in ESOP transactions and provides advice to cooperative businesses. She also counsels companies considering alternative paths to employee ownership and mission protection. Recent transactions include an ESOP implementation for a manufacturer, a specialty construction contractor, a service provider and an engineering design firm; the acquisition by an ESOP-owned company of an online retailer; and the design and operation of a perpetual purpose trust holding an ownership interest in a health care company.
Ms. Halevi brings a broad range of experience, technical skill and a problem-solving approach to her work with companies in transition. She began her legal career representing middle-market lenders, investors in commercial real estate, and non-profit organizations. She has a J.D., with honors, from Duke University School of Law, an M.A. from Tufts University and an A.B. from Vassar College.