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Learn how employee ownership addresses today's and tomorrow's business challenges
Interested to learn how investment dollars into employee ownership can secure business legacies while supporting good jobs? Do you have clients who are business owners nearing retirement but unsure what to do with their business?

In this seminar, we will discuss the ways individual owners and their business advisors can benefit from transitioning their business to employee ownership. Whether it’s helping an owner wishing to retire or a seasoned entrepreneur wanting to move in a new direction, employee ownership can help owners secure a fair price for their business and keep good jobs in the community.

MODERATOR:

Celine Suarez, Global Sustainable Finance Group, Morgan Stanley and Living Cities Board member

PANELISTS:

Alison Lingane, Co-Founder, Project Equity
Sam Brownell, Managing Director, Stratus Wealth Advisors
Rick Plympton, CEO, Optimax
Jason Sharpe, CEO, Namaste Solar

Nov 4, 2021 09:00 AM in Pacific Time (US and Canada)

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