Employee Ownership Speaker:

Christine Adee

 

Strategic ESOP Ownership Speaker

Dynamic and Experienced ESOP Leader and Speaker

Succession planning is an important aspect of business leadership. Hearing insights from an experienced succession planning, ESOP, and merger and acquisition professional is often the best way to learn more about the nuances of strategic exit planning.

Christine has more than 25 years of experience in business leadership and planning, financial and operations management, business growth with profit maximization and productivity, and efficiency improvements. In addition, she has spent over 10 years managing the ESOP at OwnersEdge, acquiring eight (8) businesses, and recently, through their own succession planning, became the Chief Executive Officer.

She is frequently asked to present on a variety of M&A and ESOP-related topics at conferences through the National Center for Employee Ownership (NCEO), The ESOP Association (TEA), and the Midwest ESOP Conference.

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Expert Topics

With a diverse background and a wide range of expertise, Chris has experience talking about a variety of subjects, including:

  • Employee ownership
  • Employee Stock Ownership Plans (ESOP)
  • Succession planning
  • Acquisition processes
  • ESOP holding companies 
  • Exit strategies for family businesses
  • Current trends in mergers and acquisitions (M&A)
  • ESOP as an acquirer
  • Financing acquisitions
In addition to these topics, Christine offers expertise in many aspects of succession planning and M&A topics. If you have a specific topic for consideration, please include it in your speaking request submission.

Why Christine?

Christine is a nationally recognized ESOP leader who possesses a unique skill set that allows her to strategically plan, direct, and manage the fiduciary complexities of a 100% employee-owned ESOP holding company and its operating companies.

“As a business owner, I valued her guidance and the information she presented on succession planning.” - Mid-Market Business Owner

As CEO of OwnersEdge, in addition to managing the complexities of the ESOP, Christine oversees financial management and critical internal and external relationships. She sets the high-level direction for finance and IT and, working with external legal and insurance partners, is responsible for ongoing risk management.

She brings years of experience in succession planning guidance, ESOP management, and merger and acquisitions. 

Speaker Requests

If you’re looking for an experienced speaker on succession planning, ESOP or merger and acquisition topics, request Christine for your next event.
Request Christine to Speak

Speaking Experience

Christine has been a staple in the ESOP community for many years, speaking at local, national and international conferences. Some of her highlights include: 
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Fiduciary Responsibilities of an ESOP Owned Company (NCEO 2024)
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Innovations and Evolutions in Employee Ownership (Aspen Institute: Employee Ownership Ideas Forum  2024)
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Selling to an ESOP Company (Is an ESOP Right for You? 2023)
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ESOP Holding Companies (NCEO 2023)
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Selling Your Company to an ESOP (NCEO webinar 2022)
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Logistics of Acquiring a Business (TEA Midwest 2022) )
 

Request Christine

If you’re looking for a dynamic and experienced succession planning and ESOP speaker for your event, take a moment to contact Christine now.