2023 Annual Employee Ownership Conference

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching.

J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available.

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management pr

Morgan Lewis is recognized for exceptional client service, legal innovation, and commitment to its communities.

RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S.

Faegre Drinker is a firm designed for clients, providing exceptional transactional, litigation and regulatory services to organizations ranging from emerging enterprises to multinational companies.

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially.

FORVIS, LLP ranks among the nation’s top 10 professional services firms. FORVIS is driven by the commitment to use our forward vision to deliver unmatched client experiences.

Polsinelli is an Am Law 100 firm with more than 950 attorneys in 21 cities coast-to-coast. Ranked #30 for Client Service Excellence and #10 for best client relationships among 650 U.S.

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S.

Industry-driven CPAs and Business Advisors Eide Bailly is a top 25 CPA and consulting firm helping the middle market grow and thrive.

McDermott Will & Emery partners with leaders around the world to fuel missions, knock down barriers and shape markets.

Principal Financial Group® is dedicated to improving the wealth and well-being of people and businesses around the world—helping more than 45M customers plan, protect, invest, and retire.

Stout is a global investment bank and advisory firm specializing in corporate finance, transaction advisory, valuation, financial disputes, claims, and investigations.

At Lument, our commitment to relationships drives us to understand our clients businessand that insight guides us as we structure our loans.

BCC Advisers specializes in merger & acquisition consulting, business valuation and litigation support services, providing personalized solutions to privately-held businesses. For nearly three decades we have provided consultation to thousands of clients in a broad range of industries. We are a valu

KWMG, LLC dba Keen Wealth Advisors (“company”) is an SEC registered investment advisor located in Overland Park, KS. The company may only conduct business in those states where registered or where excluded/exempt or from licensure. The content of this platform is intended for the residents of the Un

Founded in 1988, Blue Ridge ESOP Associates delivers the highest quality ESOP and 401(k) Administration services in the industry. We work with clients in a diverse spectrum of industries and with plans ranging in size from 15 to over 17,000 employees. We exceed client expectations through personal a

Certified Employee-Owned (Certified EO) is a marketing and certification program for employee-owned companies. Employee ownership is valued by employees, consumers, and business leaders alike. Certified EO helps employee-owned companies capture the potential of EO to increase sales and recruit top t

ESI Equity- An Expert in ESOPs, Business Valuations and Transition Planning. ESI Equity brings practical and financial expertise to a wide range of transition planning challenges, focusing on business valuations, management buyouts, and employee ownership. Our team’s combined years of practical, rea

ESOP One makes engaging, motivating, and educating your employee-owners simple. We come alongside your existing TPA to illustrate the long-term value of your employee stock ownership plan while alleviating the administrative burdens of education and communication. Schedule a demo today to see just h

Coaching Built on Decades of Experience and Results. As your company grows, so do your questions. That’s exactly why GRITT Business Coaching was formed - to help you successfully scale your business. From accounting to business strategy to employee engagement, GRITT Business Coaching has you covered

To reach the next level, it’s essential to have the right leadership team in place. At KeyStone, we’re experts at identifying and securing transformational leadership for private companies—in fact, it’s all we do. KeyStone Search is a retained executive search firm specializing in Privately Held, Mi

SES ESOP Strategies, a national ESOP advisory firm, works with private company owners to design, fund, and implement transactions for succession and sale using Employee Stock Ownership Plans (ESOPs). We balance the needs of the owners, managers, company, and employees, to ensure long term corporate

ComStock Advisors is a premier national financial advisory firm that delivers expert, objective, and defensible valuation options, primarily in relation to privately held companies. Working closely with board of directors, shareholders, management, and their advisors, we develop an in-depth understa

ESOP Partners is an ESOP consulting and administration firm that provides a single ESOP expert as a point of contact throughout the lifecycle of the ESOP. Our business model is simple and effective: integrate proactive consulting with ESOP administration, using our expertise in both to reduce the ri

The ESOP Plus® team uses employee stock ownership plans, stock options, stock appreciation rights, phantom stock and other tax advantaged employee ownership techniques to help clients protect their family's financial future, reward their loyal employees and secure the legacy and core philosophy of t

We put your 1st! Four simple words, but they are at the core of everything we do. They are the difference that sets us apart. At First Bank of the Lake, we take the time to listen, understand and respond to the needs of our customers by putting the strength of a full spectrum of banking products and

Nine decades of innovative energy On November 30, 2022, Guttman Energy, one of the region’s largest private companies, Guttman Renewables, and Source One Transportation, united to form one new Company – Guttman Holdings as part of an Employee Stock Ownership Plan (ESOP). The companies within this ES

Founded in 2007, HDH Advisors is focused on delivering high quality business appraisal, litigation support, financial advisory, and related professional services. We serve clients across the United States from offices in Atlanta, Georgia and West Des Moines, Iowa. The goal of each member of the HDH

PenChecks Trust Company of America (PenChecks Trust) is a state-chartered, non-depository trust company and the largest independent provider of outsourced benefit distribution services and Default/Missing Participant IRAs in the country. With 20 years in business, PenChecks Trust is an expert and in

Praxis Consulting Group, Inc. is an organizational development consulting firm. We believe that engaged employees do better work. We assist employee owned, non-profit, and corporate organizations in developing high performing workplaces by aligning organizational leadership, strategy, and culture.

Propeller is a management consulting firm that helps businesses thrive in change by delivering impact-driven solutions that build momentum. We’re consultants, strategists, builders, and doers — but mostly we are a company full of people who love the adventure of solving complex problems. We have off

Miguel Paredes founded Prudent Fiduciary Services to provide Independent Fiduciary, ERISA compliance consulting, and expert witness services related to employee benefit plans such as qualified retirement plans and health and welfare plans. Prior to establishing Prudent Fiduciary Services, Mr. Parede

We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way that reflects your unique values and aspirations. Because we believe, as you do, that the greatest returns are realized when

Stern Brothers Valuation Advisors provides corporate finance, business valuation and financial advisory services to individuals and corporate clients.

We help good people buy and sell good businesses—to do more good in the world. We work with passion, perseverance, and a people-first mindset, because we believe business ownership has massive potential to impact lives, communities, and the world for good. Our clients are 80 percent buyers and 20 pe

Over the past decade, thousands of business owners have trusted Vision Point Capital to guide them through the business transition process so they can capitalize on their success, exit on their terms, and secure their legacy. Specializing in complex business valuations, ESOPs, and M&A transactions,

Strategic Equity Group is now Acuity Advisors. We lead our clients through the journey of ownership transition by identifying, understanding, and managing the many complexities that arise along the way. Across a wide spectrum of business sectors, we are committed to helping our clients achieve their

Atlas Legal Services, PLLC, is a Fargo, N.D. based business law firm that specializes in the establishment and management of Employee Stock Ownership Plans (ESOPs) and business transition services. We offer the best of both worlds: a friendly, local firm service philosophy with national reach and ex

Berman Hopkins CPAs & Associates is one of the largest independently and locally owned CPA and business consulting firms in Central Florida. For over 65 years, we have provided tailored solutions to our clients and are committed to your success.

Censeo Advisors is a professional services firm dedicated to providing business valuation, financial advisory, and forensic analysis services. More specifically, we perform, among other services: employee stock ownership plan (“ESOP”) valuation and adequate consideration opinions; transaction fairne

Since 2000, CSG Partners has helped closely-held companies realize the unique benefits of employee stock ownership plans (ESOPs). Today, we're recognized as the nation’s leading leveraged ESOP practice. Private and family-owned companies seeking shareholder liquidity, tax relief, and employee benefi

Devine Millimet is one of the largest and most dynamic business and litigation law firms in the region, serving our clients and our communities since 1947. Working from our historic headquarters building in Manchester, New Hampshire, and our satellite offices in Concord and Portsmouth, New Hampshire

Enterprise Bank & Trust’s unwavering commitment is to guide people to a lifetime of financial success. We deliver on this promise by: · Empowering private businesses to improve their success · Helping families to secure their financial futures · Investing in our communities to advance quality of l

Harvest Business Advisors provides business brokerage services, business valuations and succession transaction consulting. Eddie Davis and Richard Stopa have extensive experience and diverse backgrounds in the financial, legal, medical, information technology and contracting fields. Harvest Business

KSM (Katz, Sapper & Miller) is a nationally recognized advisory, tax, and audit firm. Through our deep experience across multiple disciplines and industries, we help our clients make sense of where they’ve been, what’s on the horizon, what’s changing, and what they need to do to prosper in the years

Formed in 1999, Levenfeld Pearlstein provides the sophisticated skills and resources of a big law firm with the personal attention of a small law firm. High quality work, responsiveness, efficiency, and reasonable fees are the basics of doing good work for clients. Our attorneys understand their cli

Pendo Advisors, LLC ("Pendo"​) which takes the name from the latin word "value"​ is a boutique investment banking services firm focused on providing institutional quality business valuation advisory and corporate finance solutions. Our professionals offer a unique combination of experience to client

Stinson LLP collaborates with clients ranging from individuals and privately held enterprises to national companies and international public corporations. Our accomplished attorneys leverage deep knowledge and experience to deliver practical guidance, helping clients minimize risks and realize oppor

You make decisions every day that impact the lives of many people. To do so requires exceptional knowledge, wisdom, and confidence. Our mission is to help you by giving you the most creative, responsible, and unbiased advice and solutions that can be found within the financial advisory industry. Cha

Twenty years of exclusive focus on employee benefits law compliance, 200 collective years of experience under one roof. We're one of the largest employee benefits practices on the West Coast. It's all we do. Our team of attorneys and pension consultants works with employers, fiduciaries, and adminis

Markey’s is a national audiovisual firm headquartered in Indianapolis. Our experience and capabilities are diverse, comprehensive and unparalleled. We currently employ more than 200 professionals who support state-of-the-art events, conferences and corporate meetings throughout the United States. We

At BMO Harris, banking is our personal commitment to helping people at every stage of their financial lives. The truth is, people’s needs change: so we change too. But we never change who we are. Which means we’ll never waiver from providing our customers the best possible banking experience in the

Welcome to Empire Valuation Consultants Since our founding in 1988, we have grown into one of the nation’s leading and most respected independent valuation consulting firms. We are committed to delivering timely results and personalized attention to every engagement, offering third-party, objective

Husch Blackwell is a different kind of law firm, structured to align with client industries. With more than 20 offices across the United States, including our virtual office, The Link, our diverse teams of attorneys can tap an ever-expanding collective knowledge base to quickly solve our clients’ bi

The Menke Group has been providing ESOP (employee stock ownership plan) advisory services since 1974. We are the largest (50 ERISA lawyers, investment bankers and plan administrators) and oldest ESOP advisor in the country. We have designed and installed more ESOPs than any other firm in the count

Prairie offers investment banking, ESOP advisory, valuations & opinions and financial reporting valuations to support the growth and ownership transition strategies of middle-market companies. Headquartered in Oakbrook Terrace, Illinois, the company is a leading advisor to closely-held companies nat

TI-TRUST is a leading provider of fiduciary services for Employee Benefits, Personal Trust, and Farm Services. With solid core values and decades of proven commitment to high ethical standards, our experienced team of financial, legal, and administrative professionals is dedicated to earning and mai