What New ESOPs Need to Prepare For in Year One
Closing an ESOP transaction is a significant milestone, but it also begins a new set of obligations. In a recent NCEO webinar, Beyond the Close: What New ESOPs Need to Prepare for in Their First 90 ...
IN-PERSON MEETING
Are you interested in using an ESOP as an exit plan or employee benefit but unsure where to start? Join us in Ohio this June for our "Is an ESOP Right for You?" seminar, a one-and-a-half day event for business owners considering their succession planning options. This seminar will cover financing, transaction structure, valuation issues, investing the 1042 rollover, and more, to equip you for employee ownership success.
June 15 - 16, 2026 | Columbus, OH
NEW SURVEY REPORT
The 2025 ESOP Executive and Board Compensation Survey report is now available. Thank you to all 559 survey respondents for making this survey possible!
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.
Closing an ESOP transaction is a significant milestone, but it also begins a new set of obligations. In a recent NCEO webinar, Beyond the Close: What New ESOPs Need to Prepare for in Their First 90 ...
The Fortune 100 Best Companies to Work For® 2026 list compiled by the Great Place to Work Institute once again contains a number of companies that either have ESOPs or are directly 100% owned by most ...
Many mature ESOP companies use releveraging to help manage their repurchase obligations and ensure there are shares to allocate to new participants over time. Releveraging especially helps manage ...
In an NCEO webinar earlier this year, Capital Planning: Beyond the Basics, Prairie Capital Advisors' Nick Viner and Joseph Labetti walked through a framework for thinking about capital allocation in ...
But the poll also found that few people know much about the idea A new poll from Expanding ESOPs shows that a large majority of Americans support the idea of employee ownership, while very few oppose ...
Missed our workshop at the NCEO Pre Conference or want a refresher on the key insights? We'll recap the highlights from our interactive session and share takeaways based on discussions with ESOP company leaders.
This session explores innovative transaction structures and how ESOP rules intersect with corporate and state law to define roles and responsibilities.
Strategic Talent Partners Principal Todd Johnson will discuss how ESOP ownership shapes talent needs, and why aligning people strategy with long-term business goals is critical to growth.
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.