An ESOP CEO transition marks a crucial period in the life of any ESOP
CEO transitions are crucial in any business, but even more so in an employee-owned company.
Done poorly, these transitions can cause upheaval in the culture, create anxiety in the customer base and ultimately effect the business and the ESOP in a negative fashion.
To ensure a smooth CEO transition, it is essential for an ESOP to have a well-defined succession plan in place, and to communicate appropriately along the way with employee-owners.
KeyStone has developed a roadmap that lays out what we believe to be the ideal manner for creating a seamless transition. Of course, not all components fit for every business and/or situation, but the following provides a baseline and timeline for key activities.
Identifying and hiring the right CEO takes careful attention through every step of the process.
ESOP Services
Nothing is more important in an ESOP than “who” is leading the company. This includes Senior Leadership as well as the Board of Directors. Our team at KeyStone is passionate about employee ownership and it has been our pleasure to help ESOPs grow and create more employee owners. If your ESOP is facing an executive transition, expanding your leadership team or expanding/revising your Board, please reach out, we’d love to talk.
The Right Leadership for Your Company
President / CEO Transition
A top leader who fits your ESOP
- President/CEO Search
- President/CEO Transition Preparation
Top Functional Leadership Search
Executives that fit your ESOP
- CFO/VP of Finance
- COO/VP of Operations
- CHRO/VP of Human Resources
- VP of Sales/Marketing
- CIO
ESOP Board of Directors Search
Strategic advisors to advance your ESOP
- ESOP Expertise
- Industry Expertise
- Functional Expertise
What Our Clients Are Saying
We retained KeyStone to lead the recruitment of our Integrator for EOS Worldwide. I was impressed with their proven process which incorporated the key tenets of our V/TO, as well as the characteristics of our Visionary. Their knowledge and commitment to finding us the right fit was obvious as they guided us from start to finish. With KeyStone’s help we were able to hire an outstanding Integrator.
Mike and his team provided exactly what we needed in our search for a new Integrator – a deep understanding of our needs, years of real-world experience filling critical leadership team seats with talented people that fit a company’s unique culture, and a proven process. His work ethic and dedication to producing a great outcome for us and for the candidates was clear throughout, and we are delighted with the results.