Featured Publications (Guide to publications)
ESOP Basics
PUBLICATION
An Introduction to ESOPs
PUBLICATION
Understanding ESOPs
PUBLICATION
Selling to an ESOP and Financing the Deal
PUBLICATION
Employee Ownership: Building a Better American Economy
PUBLICATION
S Corporation ESOPs
PUBLICATION
Using an Employee Ownership Trust for Business Transition
Ownership Culture, Committees, & Communication
PUBLICATION
The ESOP Communications Sourcebook
PUBLICATION
Beyond Engagement
PUBLICATION
The ESOP Communication Committee Guide
PUBLICATION
Ownership: Reinventing Companies, Capitalism, and Who Owns What
Governance, Compensation, & Valuation
PUBLICATION
The ESOP Company Board Handbook
PUBLICATION
ESOPs and Corporate Governance
PUBLICATION
Leadership Development and Succession
PUBLICATION
Executive and Director Compensation in ESOP Companies
PUBLICATION
The Fiduciary's Guide to ESOP Valuation
PUBLICATION
The Inside ESOP Fiduciary Handbook
PUBLICATION
Don't Do That with Your ESOP!
PUBLICATION
Acquisition Strategies for ESOP Companies
PUBLICATION
Responding to Acquisition Offers in ESOP Companies
PUBLICATION
The DOL Fiduciary Process Agreements for ESOP Transactions
PUBLICATION
Questions and Answers on the Duties of ESOP Fiduciaries
PUBLICATION
A Buyer's Guide to Insurance for Fiduciaries of ESOPs and Other Benefit Plans
Repurchase Obligation & Sustainability
PUBLICATION
The ESOP Repurchase Obligation Handbook
PUBLICATION
Sustainable ESOPs
ESOP Plan Structure and Operations
PUBLICATION
Accounting for Leveraged ESOP Transactions
PUBLICATION
Warrants in ESOP Transactions
PUBLICATION
Innovative ESOP Transaction Structures
Litigation, Rulings, & Plan Termination
PUBLICATION
ESOP and 401(k) Plan Employer Stock Litigation Review 1990-2023
PUBLICATION
ESOP Regulatory Rulings 1990-2023
PUBLICATION
Terminating an ESOP: Valuation and Fiduciary Issues
PUBLICATION
Lessons from Recent ESOP Litigation
ESOP Special Topics
PUBLICATION
Banks as ESOP Sponsors
PUBLICATION
S Corporation ESOP Traps for the Unwary
PUBLICATION
Best Practices for ESOP/401(k) Combinations
PUBLICATION
An Ownership Tale
PUBLICATION
ESOP Distribution Policies
Equity Compensation Basics
PUBLICATION
Equity Compensation for Limited Liability Companies (LLCs)
PUBLICATION
The Decision-Maker's Guide to Equity Compensation
Equity Compensation Advanced
PUBLICATION
Equity Alternatives: Phantom Stock, SARs, Restricted Stock, Performance Awards, and More
PUBLICATION
The Stock Options Book
PUBLICATION
Selected Issues in Equity Compensation
PUBLICATION
Accounting for Equity Compensation
PUBLICATION
Advanced Topics in Equity Compensation Accounting
PUBLICATION