• #122 Unraveling ESOPs and Finding the Goldilocks Zone!

  • Oct 8 2024
  • Length: 34 mins
  • Podcast

#122 Unraveling ESOPs and Finding the Goldilocks Zone!

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  • Summary

  • In this episode of Let’s Get Surety®, we explore the world of Employee Stock Ownership Plans (ESOPs) with Jim Tressel and Travis Remick of Liberty Mutual Surety. They discuss the unique aspects of ESOPs, and the factors contributing to their current prominence. Our guests provide insightful considerations for selecting an ESOP consultant, understanding valuation processes, the significant role ESOPs can play in a company's succession strategies, as well as the value of including the surety early in the process. For more information on ESOPs, check out this NASBP Virtual Seminar mentioned during this episode, "Employee Stock Ownership Plans (ESOP): What You Should Know."

    With special guests:

    James (Jim) Tressel, Senior Vice President and Chief Underwriting Officer, Liberty Mutual Surety and Travis Remick, Chief Underwriting Officer, Contract Surety, Liberty Mutual Surety

    Hosted by:

    Kat Shamapande, Director, Professional Development, NASBP and Mark McCallum, CEO, NASBP

    Sponsored by Old Republic Surety!
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