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ESOP Sustainability – It’s About People and Planning


April 16, 2019


Last week, the National Center for Employee Ownership (NCEO) hosted its annual conference in Pittsburgh. An estimated 1,700 people were in attendance, a number that grows annually. Employee Stock Ownership Plan (“ESOP”) sustainability is quickly becoming one of the most discussed topics at this conference--many ESOPs are mature or maturing as shares have been allocated to participants and the debt used to purchase those shares has been satisfied.   To remain sustainable after the initial transaction, successful organizations must develop succession plans while simultaneously generating enough funds to grow the business and also buy out retiring employee-owners.

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The Next Generation of Leaders at Cornerstone


September 30, 2016


Since the beginning of "A View from the Corner Office", my articles have focused primarily on our core principles and how they influence every decision we make. “Undivided Loyalty” best describes our commitment to living those principles.

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