Raleigh Panel “Navigating an Employee Stock Ownership Plan (ESOP)” with Scott Insurance
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ESOPs are the most widely used form of employee ownership in the United States. They provide employees an ownership stake in the business where they work while offering significant tax benefits to the sponsoring company. On Thursday, November 12 four Triangle-based North Carolina companies that operate under the ESOP model will host a panel discussion on this topic.
Our longest operating panelist, Scott Insurance, was founded in 1864 and has been employee-owned for 52 years, since 1975. Over 450+ employees own the company with no single individual owning more than 3% of the shares. Another panelist converted their company to the ESOP model within the last year.
Hear from Scott Insurance, Precision Walls, Bobbitt Construction and Baker Roofing Company on how the ESOP model provides rich retirement benefits, enables long-term thinking for a companies sustainable growth and skips many of the financial pressures associated with selling to private equity. This discussion is open to all North Carolina and Raleigh companies in succession plan discussions that are curious about the realities, pros and cons of all choices for a business exit.
🗓 Thursday, November 12, 2026 | 11:30 AM - 1:00 PM EST
📍 Scott Insurance | 2501 Blue Ridge Rd Suite 250, Raleigh, NC 27607
🎟 Free of Charge for Center Members | $100 for Non-Members
🔗 Register at https://cpb.memberclicks.net/index.php?option=com_jevents&task=icalrepeat.detail&evid=269&Itemid=115&year=2026&month=11&day=12&title=raleigh-panel-navigating-an-employee-stock-ownership-plan-esop-with-scott-insurance&uid=b8b9f36fc518bed60a485115a522309f
Our longest operating panelist, Scott Insurance, was founded in 1864 and has been employee-owned for 52 years, since 1975. Over 450+ employees own the company with no single individual owning more than 3% of the shares. Another panelist converted their company to the ESOP model within the last year.
Hear from Scott Insurance, Precision Walls, Bobbitt Construction and Baker Roofing Company on how the ESOP model provides rich retirement benefits, enables long-term thinking for a companies sustainable growth and skips many of the financial pressures associated with selling to private equity. This discussion is open to all North Carolina and Raleigh companies in succession plan discussions that are curious about the realities, pros and cons of all choices for a business exit.
🗓 Thursday, November 12, 2026 | 11:30 AM - 1:00 PM EST
📍 Scott Insurance | 2501 Blue Ridge Rd Suite 250, Raleigh, NC 27607
🎟 Free of Charge for Center Members | $100 for Non-Members
🔗 Register at https://cpb.memberclicks.net/index.php?option=com_jevents&task=icalrepeat.detail&evid=269&Itemid=115&year=2026&month=11&day=12&title=raleigh-panel-navigating-an-employee-stock-ownership-plan-esop-with-scott-insurance&uid=b8b9f36fc518bed60a485115a522309f
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Where is it happening?
2501 Blue Ridge Rd, Raleigh, NC 27607-0062, United States
Event Location & Nearby Stays:
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Host or PublisherWFU Center for Private Business
