HINGHAM, MA, June 17, 2020 – Susan Halevi of SES ESOP Strategies co-presented a webinar hosted by the Vermont Center for Employee Ownership (VEOC) on June 11, 2020.
Ms. Halevi joined Matt Cropp, Co-Executive Director of VEOC, and David Hammer, Executive Director of The ICA Group, in presenting “Bringing Employee Ownership to Your Company: Considerations for the COVID-19 Era.” The webinar provided a high-level overview of three common models for broad-based employee ownership, a summary of the process by which a business can be sold to the employees, and a discussion of the challenges and opportunities presented by the COVID-19 crisis for transitioning to employee ownership.
Ms. Halevi represents companies in employee stock ownership plan (ESOP) transactions and provides advice to cooperative businesses. She also counsels companies considering alternative paths to employee ownership and mission protection. Ms. Halevi’s recent transactions include an ESOP implementation for a manufacturer, a specialty construction contractor, a service provider and an engineering design firm; an 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.