Podcast: Our ESOP Journey - ANX Home Healthcare

Enhancing a Service-Driven Business with an Employee Stock Ownership Plan

How does a successful company sustain a culture of accountability and high performance? Clear standards and training are essential, but incentives can also play a vital role. For Thomas Rocas, CEO and Founder of ANX Home Healthcare, the answer was an employee stock ownership plan (ESOP).

Learn how a regional leader in home, palliative, and hospice care established a robust foundation for growth through an employee ownership strategy. In the decade since its ESOP formation, ANX has been a perennial fixture on "Best Place to Work" and "Fastest Growing Company" lists.

Join Rocas and CSG's Richard Harmon for a live conversation covering ANX's entire employee ownership journey—from initial consideration to the present day. In addition to the cultural, productivity, and employee benefit advantages of an ESOP, they also discuss the value of employee stock ownership plans as tools for shareholder liquidity and business expansion.

Featuring

Thomas Rocas

Thomas Rocas

ANX HOME HEALTHCARE

A nursing practioner with extensive acute and home healthcare experience, Rocas founded ANX in 2007. Based in Burlingame, California, the ANX provides patient-focused rehabilitation, skilled nursing, and hospice care throughout the Bay Area.

Richard Harmon - Card (600x700) (1)

Richard Harmon

CSG PARTNERS

With experience in public accounting, as a CFO, and as an entrepreneur, Richard offers clients a unique mix of analytical discipline and real-world insight. He’s been awarded multiple industry honors, including ESOP Deal of the Year (M&A Atlas Awards) and Debt Financing Deal of the Year (M&A Advisor).