Planning for Succession through Employee Ownership!

With Anne-Claire Broughton & La-Tasha Best-Gaddy

Thursday, May 7 at Noon

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Attendees will learn:

1. The importance of thinking through your business succession options
2. An overview of employee ownership and why it could be useful
3. A few case studies of companies that successfully transitioned to employee ownership


Speakers: Anne-Claire Broughton, Founder and Interim Executive Director, and La-Tasha Best-Gaddy, Co-Chair & Treasurer, with North Carolina Employee Ownership Center. www.nceoc.org


About:

The North Carolina Employee Ownership Center (NCEOC) serves as the central hub for employee-owned businesses in North Carolina. Its primary mission is to educate business owners and their advisors (lawyers, bankers, accountants, wealth advisors) on the benefits of employee ownership via Employee Stock Ownership Plans (ESOPs), worker cooperatives, and Employee Ownership Trusts (EOTs). Exiting via employee ownership can provide a selling shareholder with excellent tax benefits while preserving their legacy, local jobs, and community impacts. The NCEOC provides resources, case studies and articles, and a list of service providers who can assist with employee ownership transitions. NCEOC serves the entire state of North Carolina, with a particular focus on outreach to minority-owned businesses.

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