Revenue Diversification for ESOPs: Balancing Growth, Risk, and Purpose

In times of market turbulence, revenue diversification isn’t just a financial tactic—it’s mission-critical for sustaining ESOPs. This panel highlights a 28-year ESOP diversification journey, showcasing how a mission-focused organization has used vertical integration and horizontal expansion to drive value and stability across four operating platform companies. Omni Family of Services, a national child welfare and behavioral health provider, brings decades of experience with a mission-aligned diversification model. 3LS Professional Services is expanding offerings across finance, HR, and marketing to meet evolving client needs, while 3LS Properties focuses on strategic real estate investments that support operational growth. 3LS Innovations, a newly reimagined entity, invests in early-stage technology companies to diversify revenue and further the shared mission of helping others. Joined by the team's CEO and chief investment officer, these leaders will share how they balance revenue growth with risk mitigation, respond to market shifts, and use diversification to build sustainable impact and generational opportunity for their employee-owners.

NCEO Resource: ESOP Finance Toolkit and Lender Directory
NCEO Peer Network: ESOP Finance Working Group