Webinar: ESOP - Construction's Sustainable Succession Tool

AEC Experts Discuss Employee Ownership

Join industry pros and top advisors for an in-depth discussion of ESOP-led succession and exit strategies. These M&A alternatives can create fair market liquidity events for owners while delivering meaningful employee benefits and corporate tax advantages.

A diverse panel, including construction insiders, employee ownership experts, and financial planning specialists, highlights the benefits, costs, and nuances of employee ownership

Featuring

Maddie Binke

Maddie Binke

CATAMOUNT CONSTRUCTORS

At Catamount Constructors, Maddie leads ESOP education and ownership culture initiatives, fostering deep employee-owner engagement. Her innovative approach and deep understanding of impactful communication programs amplify Catamount’s voice and drive strategic goal achievement.

David Blauzvern

David Blauzvern

CSG PARTNERS

A nationally-recognized employee ownership expert, David has built leveraged ESOP transactions for middle-market construction, contracting, and construction management firms, among others.

Sandy Shoemaker

Sandy Shoemaker

COLORADO OEDIT

A commissioner at OEDIT, Sandy works with companies seeking to maintain their legacy and engage their workforce through employee ownership. She has over 20 years of experience advising companies and assisting them after the transaction. After spending over 30 years in public accounting, she now serves on ESOP company boards, educates companies on the ESOP alternative, and leads transitions to employee ownership.

Michael Wolnick

Michael Wolnick

EDWARD JONES

Michael specializes in guiding successful individuals at the crossroads of business, family, and philanthropy, focusing on wealth growth and preservation, tax efficiency, and family security. With a belief in mutual success and a career dedicated to empowering others in various fields, including health, education, and entrepreneurship, he brings a unique perspective to financial planning.