Employee Ownership Trusts versus Employee Stock Ownership Plan (ESOP). Ft. Loren Rodgers

ESOPs have long been the dominant employee ownership exit route in the U.S. — but a newer vehicle, the Employee Ownership Trust (EOT), is gaining serious traction as an alternative. Loren Rodgers, Executive Director of the National Center for Employee Ownership (NCEO) and one of the nation's foremost authorities on employee ownership, joins Pat and Walter to explain the key differences between ESOPs and EOTs, when each makes sense for a business owner, and what the growing interest in EOTs means for exit planning. A deep and essential conversation for any owner weighing an employee ownership exit.  Guest: Loren Rodgers, Executive Director, National Center for Employee Ownership (NCEO) Connect with guest: nceo.org“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat EnnisConversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE!Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/#PatEnnis #WalterDeyhle #ExitReadinessDISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.