Leveraging the Key Benefits of ESOP's

Patti Plough, former owner of Healics Inc. invites you to a special conversation about exit plans. Patti launched the Excel Legacy Group, a consulting firm that partners with business owners considering employee stock ownership plans (ESOP) as part of their exit planning. Patti’s new title is “The ESOP Evangelist!” What’s so special about ESOPs and why does Patti need to share this with you. ESOPs turn over the company’s ownership to its employees, while allowing primary shareholders to stay on and retain operational control. It is the ultimate win-win! She’s experienced at implementing ESOPs. She accomplished it at Healics and witnessed firsthand the employees’ excitement at being made part-owners of the company, and the ease of implementing forward-looking management to carry on the organization’s long-term success.