While many businesses and their owners wish to close an Employee Stock Ownership Plan (ESOP) transaction by or on December 31, the importance of doing so can be overstated. Many businesses and business owners contemplating a sale, merger or other liquidity event,...
Employee ownership can be an attractive option for owners looking to sell their business while maintaining their legacy and protecting the wellbeing of employees. The following article answers common questions related to the creation, financing, valuation and tax...
The significant role that family businesses play in our economy is unmistakable: As of data from 2019, as much as 57% of U.S. GDP is attributed to family businesses that include both small local “mom and pop” storefronts and major public corporations (35% of Fortune...
Lee has helped our company in several areas, starting with a DiSC Lunch & Learn program we requested. We appreciated his efforts in our Engagement research, as well as his work on our purpose statement. I've read 2 of his books on leadership & use many of the...
By Kyle Seymour and Lee Eisenstaedt There are about 7,000 organizations with Employee Stock Ownership Plans (ESOPs) according to the National Center for Employee Ownership (NCEO). This number is expected to increase over the next 10 years as 200,000 or more...
We're a family-owned manufacturing company and we've used Lee to help the members of our Sales team and other executives better understand themselves and ways to improve their ability to build even more effective relationships. Everyone completed a DiSC assessment and...
"In case of emergency, break glass." You've seen that warning many times. But when it comes to addressing leadership challenges, is it really necessary to wait to act until there's a full-blown emergency? All too often, we see people in positions of authority leading...
Whenever I talk to leaders and managers about self-awareness, someone usually says, "I don't need any of that. I'm already self-aware." Usually, they're not. Not even close. Leaders lacking in self-awareness typically display one or more of the following tell-tale...
A family-owned construction company brought the Leading With Courage Academy in for a program on Everything DiSC for its top leaders and managers, including the president, CFO, and head of HR. Each person completed an Everything DiSC assessment. As part of the...
Retained by a mid-size, family-owned manufacturing company to further improve the relationship building skills of its 20-person sales force. Engagement included 360 DiSC assessments of each participant and a program to help them interpret and use their results. To...