RONALD J. GILBERT
President and Cofounder
Ronald J. Gilbert (“Ron”) is cofounder and President of ESOP Services, Inc., an international consulting firm specializing in Employee Stock Ownership Plan (“ESOP”) transactions for privately held companies. With offices in Virginia and San Diego, the firm’s clients are in a majority of the US.
Ron holds a Bachelor’s Degree in Commerce from the McIntire School of Commerce at the University of Virginia and a Master of Financial Services from The American College. He currently serves on The ESOP Association’s Board of Governors and its Legislative and Regulatory Advisory Committee, and the board of directors of four ESOP companies. He is a former member of the board of directors of The National Center for Employee Ownership.
With over thirty-five years of experience, Ron is a frequent speaker at ESOP seminars sponsored by The World Bank, The ESOP Association, The National Center for Employee Ownership, the Beyster Institute, The American College, banks, national and state governments, etc., and has spoken in nine countries. Ron was instrumental in obtaining the first IRS private letter ruling sanctioning an international ESOP for a US based company.
Ron Gilbert is co-author and co-editor of Employee Stock Ownership Plans: ESOP Planning, Financing, Implementation, Law and Taxation, the most comprehensive work on the subject, published by the Beyster Institute. He has also authored numerous ESOP articles for various publishers, including the Brookings Institution Press and The National Center for Employee Ownership. Publications include the Journal of Employee Ownership, Law and Finance; Don’t Do That; and Selling to an ESOP.
Prior to cofounding ESOP Services, Inc., Ron was a Vice President of Kelso & Company in San Francisco, working with Louis Kelso, the “father” of the ESOP.
PAIGE A. RYAN
Paige is the driving force behind the consulting services and business development functions for ESOP Services, Inc., a national consulting firm that helps companies design and implement successful employee stock ownership plans. She works directly with business owners to help them analyze and understand the ESOP’s impact on the company, shareholders, and employees, including the financial aspects of cash flow, tax savings, shareholder liquidity, and employee benefits.
With more than 25 years’ experience in pension and equity plans, Paige has provided guidance to hundreds of companies on the design and implementation of ESOPs, equity compensation plans, and employee motivation programs. Served also as Assistant Vice President of the Foundation for Enterprise Development (FED), a non-profit company dedicated to promoting the development of entrepreneurialism and employee ownership worldwide.
A member of the National Center for Employee Ownership and The ESOP Association, Paige frequently speaks on the topic of ESOPs at regional and national events, and teaches a graduate course entitled “Topics of Corporate Governance: Techniques of Equity Compensation” for the University of California, San Diego’s Flex MBA program.
Paige holds a Master of International Business from the University of San Diego and a Bachelor of Arts from California State University, Long Beach.
Beverly Edgett, Administration
A. Susan Gilbert, Administration
Kelly Gilbert, Accounting