Corey Rosen - Founder of NCEO and Employee Ownership Guru - All Things Employee Ownership! - Succession Plus

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Corey Rosen – Founder of NCEO and Employee Ownership Guru – All Things Employee Ownership!

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Corey Rosen – Founder of NCEO and Employee Ownership Guru – All Things Employee Ownership!

By , April 5, 2021
Corey Rosen (05-04)

Corey Rosen is the Founder and Director of The National Center for Employee Ownership (NCEO) in Oakland, California. Established in 1981, Corey has spent the past 40 years immersed in employee ownership, passionate about creating a thriving environment and supporting the community. Prior to founding the NCEO, Corey worked in The US Senate as a staff aid. This is where he was immediately drawn to employee ownership after seeing a testimony, sold on the idea of creating an economic system both more fair and accessible.

Corey’s vision was a work environment more inclusive, respectful and participating – all of which an ESOP involves. Particularly appealing to Corey was how employee ownership takes the best elements of capitalism; its incentive structure, ability to innovate, grow and be entrepreneurial – but links these foundations to a social objective of broadened ownership and participation for people who are otherwise largely excluded.
The NCEO is a non-profit information, membership and research organisation, with the simple goal of providing objective and reliable information about ESOPs at the lowest practical cost. This is achieved through webinars, published papers and books, seminars and conferences. More details about the NCEO can be found here.


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Craig West

Craig West

Managing Director | Succession Plus

Craig West is a strategic accountant who has over 20 years’ experience advising business owners. His background as a CPA in public practice, provided invaluable experience in the key issues of concern to business owners. Following 6 years of study to gain two masters degrees, Craig focused on Capital Gains Tax (CGT) for business sales advising on strategic management of tax issues. This experience formed a very strong view that business owners (and often their advisers) were unprepared and unaware of the steps required to prepare a business for exit.

Craig now acts as a strategic mentor for mid-market business owners and has written four critically acclaimed books on employee incentives, succession planning, asset protection and exit strategies. Craig has conducted numerous seminars and keynote presentations throughout Australia & internationally, including adviser education programs for the Institute of Chartered Accountants and CPA Australia.

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