POP-UP Episode: Managing the Present; Planning for the Future

Summary

Now that some of the dust has settled, are there opportunities for your employee owned company in this crisis? Based on a recent OEOC webinar, this episode includes a conversation with two financial experts, Eric Zaleski and Sean Kelleher, who talk about where we are now, and how to successfully get to the other side. We cover general market conditions; the lending and finance markets for privately held companies; managing cash flow and debt load (and staying solvent); managing your SBA loan to ensure compliance; and how to position your employee-owned company to not only survive but thrive moving forward.

Guest Bios

‍Eric Zaleski

Located in PCE’s Chicago area office, Eric is part of PCE’s ESOP Advisory Group. With over 15 years of experience advising middle market clients with liquidity and growth financing initiatives, often involving ESOPs, Eric understands the challenges that business owners face in growing and funding their companies.
Eric has established a proven track record of providing business owners with strategic advice for the implementation and financing of ESOPs to meet their objectives.

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Sean Kelleher

Sean is the Managing Director of The ESOP Finance Group at First Financial Bank. His focus is on advising company owners and bankers on the benefits of Employee Stock Ownership Plans (ESOP) and understanding the complex issues surrounding these transactions and serves as a trusted advisor to a broad range of clients across the country.

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About the Podcast

The Owners at Work Podcast is a continuation of the biannual Owners at Work Newsletter which ran for 19 years (1990-2019). We are hoping to continue the same conversations and focus on providing updates on everything employee ownership. We plan to interview practitioners with expertise in different facets of employee ownership, academics doing new and interesting research, and most importantly, individuals who have a personal experience with employee ownership, including current and former employee-owners, mid-level to C suite management, and selling owners.

We Want to talk to YOU!

We want to produce a show that engages with relevant questions and provides practical lessons and information. We want this podcast to include the voices of those who practice employee-ownership each and every day. To that end we want to hear from you! We want to highlight what you are doing, whether you are an employee-owned company, a practitioner, or researcher.

***Please reach out via email: oeoc@kent.edu