ESOP Pioneer Norm Kurland Dies
Norm Kurland, one of the earliest advocates for ESOPs, has passed away. Born in 1930, Mr. Kurland received his law degree from the University of Chicago. His early career included being director of ...
NEW SURVEY REPORT
Is employee ownership helping attract and incentivize your workforce? Learn how ESOP companies are leveraging ESOP communications in our new 2026 ESOP Recruitment and Retention Survey Report. Thank you to all 433 survey respondents for making this possible!
EO RESOURCE
Become an NCEO member to access countless resources and benefits that help you navigate employee ownership. Whether you're considering a transition to employee ownership, administering an existing plan, or providing services in the field, NCEO membership connects you to essential resources and a vibrant community.
Norm Kurland, one of the earliest advocates for ESOPs, has passed away. Born in 1930, Mr. Kurland received his law degree from the University of Chicago. His early career included being director of ...
A new NCEO paper, The Impact of AI on ESOP Transactions and Administration (PDF; also see the embedded version below), looks at whether artificial intelligence (AI) will lower the costs of setting up ...
As a lifelong denizen of the Midwest, I can personally attest to the rich culture of employee ownership in the area. From the J&R Schugel trucks I see along my drive into downtown Chicago to the ...
The first piece of legislation I wrote on ESOPs as a Congressional staffer was the Small Business Employee Ownership Act. It became law in 1980. The bill was designed to address the SBA's refusal to ...
Many employee-owned companies these days are experimenting with different forms of participative management, such as systematic suggestion procedures, quality circles, and self-managing teams. Most ...
Missed our workshop at the Forum, or just want a refresher? We'll recap the key highlights and share takeaways from our group discussions with ESOP company leaders.
In this session we will review the process, procedures, and requirements service providers should consider when releveraging shares within an ESOP.
This one-hour educational session will provide an overview of Employee Stock Ownership Plans (ESOPs) as a tax-efficient exit strategy.
Employee ownership is a term for any arrangement in which a company’s employees own shares in their company or the right to the value of shares in their company. Employee ownership is a broad concept that can take many forms, ranging from simple grants of shares to highly structured plans. The most common form of employee ownership in the U.S. is the employee stock ownership plan (ESOP), a highly tax-advantaged plan in which employees own shares through a trust funded by the company. Other forms of employee ownership include stock options, stock grants, synthetic equity (granting the right to the value of shares but not the shares themselves), worker cooperatives, and employee ownership trusts.
If you wonder if employee ownership might be a good fit for your company, learn more about its different forms in our free booklet Who Should Own Your Business After You?. If you already know an ESOP is the most likely candidate, our prefeasibility toolkit and tax advantage calculator can help you decide next steps. For other forms of employee ownership, visit this table for a side-by-side comparison.
The NCEO and the employee ownership community can help you make the most of your ESOP. Our resource toolkits are a good place to start to learn about best practices in corporate governance, repurchase obligation, financing, and more. You can also use our readymade communications resources and join peer networking groups or leadership cohorts.
We answer common questions about being a participant in an ESOP or you can learn why you might want to work at an employee-owned company. We can also help if you are curious about what the research says or if you are looking for readymade resources to help communicate employee ownership to your coworkers.
If you are already working with employee-owned companies, our toolkits and communications resources can help you support your clients, and our publications and live and online events can keep your knowledge current (and provide continuing education credits!). If you want to learn about the field, start with What is Employee Ownership? or our ESOP prefeasibility toolkit.