XPX Atlanta: July Virtual Workshop – ESOPs and Alternative Exits for Business Owners (ATL Members Only)

A discussion and 101 on succession planning, hosted by Project Equity and Georgia Center for Employee Ownership (GACEO)

When business owners begin exploring succession planning, trusted business advisors play a critical role in helping them map out a successful exit strategy. However, often left unexplored is one of the most effective and tax-advantaged routes: selling the business to the employees.

The Georgia Center for Employee Ownership (GACEO), Prairie Capital, and Project Equity are partnering to offer a free session designed specifically for business advisors.

In this webinar, we will provide an introduction to the Advisors Edge Exit Pro 101 platform and demonstrate how this tool can help you evaluate the mechanics of private company transitions and provide the advisory support owners rely on when selling to their workforce. We will walk you through the platform’s features so you know exactly how and when to recommend this path to your clients.

What to expect during this webinar:

• A guided walkthrough of the Advisors Edge Exit Pro 101 platform and how to integrate it with your advisory services.

• An overview of the core advantage of employee ownership as an exit strategy

• Real-world case studies highlighting successful employee ownership transitions and how they were structured using these strategies

Add the Advisors Edge Exit Pro 101 platform to your exit planning toolkit and help your clients explore a path that secures their financial future, preserves their legacy, and rewards the people who helped build the business.

Our Speakers:

Megan Gordon
Project Equity

Megan Gordon is a Senior Business Engagement and Partnerships Manager. She assists small business owners in determining pre viability for a fair market sale of their business into employee ownership.

Project Equity is a national leader in the movement to harness the power of employee ownership to provide business owners with an accessible succession plan, preserve legacy businesses, strengthen local economies, and increase wealth among workers. Project Equity works with partners around the country to raise awareness about employee ownership as an exit strategy and provides hands-on consulting and capital in addition to offering accredited continuing education for business advisors.

Zarin Kresge
Project Equity

Zarin leads Project Equity’s efforts to educate business advisors on how employee ownership can strengthen succession planning, differentiate their services, and deliver greater value to clients. He first discovered the power of employee ownership while completing his MBA at Presidio Graduate School. Before Project Equity, Zarin led growth and strategy at Certified Employee-Owned, building national recognition for the model and deepening engagement with employee-owners. He also serves on the board of the North Carolina Employee Ownership Center. Earlier in his career, he was Executive Director of a nonprofit thrift store and legacy business in San Francisco. Outside of work, he enjoys exploring local rivers, cooking, and spending time with his family.

Reggie Graham
Prairie Capital Advisors

Reggie Graham joined Prairie Capital Advisors in 2025. Reggie’s work focuses on advising company boards of directors, shareholders and management teams on employee stock ownership plan (“ESOP”) transactions, valuation matters and ownership transition planning. Reggie frequently participates in industry discussions and professional forums related to ESOP transactions, corporate valuation and ownership transition strategies.

Thought leadership topics include ESOP implementation, annual stock valuations, leveraged recapitalizations, management buyouts (“MBOs”), mergers and acquisitions (“M&A”) and fairness opinions.

Marie Davis
Georgia Center for Employee Ownership

Marie Davis is an Atlanta, Georgia native and currently serves as Executive Director of The Georgia Center for Employee Ownership (GACEO), one of 24 State Centers created by the Employee Ownership Expansion Network (EOX). After obtaining a Social Work degree at The University of Georgia, she served as a foster care coordinator for the State of Georgia, certifying foster parents and working with foster care children. Obtaining a Series 7 and 63 financial license, she worked with a private financial firm as Assistant to the President. She also served as a Technical Assistant for the National MENTOR program, working with mentor programs across the country with direction and development and served on the Georgia Mentor Provider Council For 6 years.

Registration Fees:

XPX Atlanta Members Only: Free
Connection details will be sent once you register.