ESOPs: A Liquidity Event Where Everyone Wins

Steve leads Crowe’s National Construction & Real Estate Services Group for the Ohio market and works with over 125 industry-related entities. Steve has over 19 years of public accounting experience providing tax compliance and consulting services to private clients in various industries, including manufacturing, distribution, service, PE and VC with a focus in the construction, real estate and architecture and engineering industries. His experience includes federal entity-level and individual taxation, state and local tax, international tax, M&A, estate planning and audit defense.

Tim has led Peerless Saw Co. since 1996. In 1999, he purchased the company with a partner from the Finnish owners. In July 2016, Tim sold 100 percent of Peerless to his employees through an ESOP. Prior to Peerless, he worked 12 years with Cooper Industries at its Apex Division in Dayton. Tim was an EY Entrepreneur Of The Year finalist and wrote “The Small Business Savings Plan: 101 Tactics for Controlling Costs and Boosting the Bottom Line.”

Todd co-chairs the M+A practice at Kegler Brown, where he works primarily with private, mid-market companies on their growth and business succession strategies. He has been leading deals for Midwest businesses for more than 20 years and has earned national acclaim for his work, including most recently his selection as the “Lawyer of the Year” for M&A deals in 2017 by The Best Lawyers in America.

Ted, who has 25-plus years of experience advising companies and business owners, is a national speaker on ESOPs. He joined Lazear, a boutique investment bank with a focus on ESOPs, M&A and capital formation, in 2009. Prior to that, Ted was a partner in the private equity firm, Talisman Capital Partners, and a senior vice president at LaSalle Bank. At both firms, he helped clients transition ownership through ESOPs.

Ed is a seasoned business, IT and consulting professional with a proven track record of successfully leading major strategy, process improvement, and system implementation projects at global mid-market and Fortune 500 companies. During his 28-plus years of professional consulting experience, Ed has developed deep business and functional expertise in a broad range of business processes, including supply chain management, manufacturing and financial operations.