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ESOPs are common ownership vehicles in A/E firms. There are over 1,300 professional services firms with an existing ESOP, including some of the largest A/E firms in the industry. However, ESOPs are not for everyone.

Join Tim Cleary as he leads a panel of A/E executives to discuss the pros and cons of having an ESOP. The panel will include executives from an existing ESOP firm, a firm that terminated their ESOP, and a firm that considered implementing an ESOP, but decided an ESOP was not the right fit for their firm.


  • Exploring the major benefits of an ESOP in an AE firm
  • Pros and cons of an ESOP in an A/E firm
  • How to evaluate if an ESOP is right for your firm

Presenter: Tim Cleary, Chartwell Financial Advisory

Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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