Your resource list

Pre-Feasibility

• Is An ESOP Right for You? Events
• ESOP Pre-Feasibility Toolkit
• ESOP Tax Advantage Calculator

New ESOP

• "Do That With Your ESOP" webinar replay
• Recruitment & Retention Toolkit
• Resources for New ESOPs webpage

Communications Committee

• Communications Committee Crash Course
• The Download
• The ESOP Communication Committee Guide, 4th Ed.

Finance

• ESOP Finance Working Group
• The 2025 ESOP Executive and Director Compensation Survey
• Acquisition Strategies for ESOP Companies, 3rd Ed.
• Repurchase Obligation Toolkit

Repurchase Obligation

• Repurchase Obligation Toolkit

• The ESOP Repurchase Obligation Handbook, 6th Ed.
  
• Sustainable ESOPs

Mature ESOP

• Leadership Development and Succession, 2nd Ed.
• Article: “How Should You Releverage Your ESOP?“
• CEO Peer Network
• Acquisition Strategies for ESOP Companies, 3rd Ed.

Service Provider

• Service Provider Directory

• Service Provider Peer Network
• Speaking opportunities at webinars and in-person events
• CEP Institute Exam Prep Course
• Continuing Education credits (in-person events, Service Provider webinar series)

Employee Owner

• “How an Employee Stock Ownership Plan (ESOP) Works“ webpage
• An Introduction to ESOPs, 21st ed.
• Ownership in Action Series: New Manager Workshop
• Rising Leaders Peer Network

Board Member

•  Board Plan Workbook (from our Document Library; click "Trustee and Governance Issues" tab, scroll to the bottom)
• The ESOP Company Board Handbook, 3rd Ed.
• Background packet for board candidates (from our Document Library; click "Trustee and Governance Issues" tab, scroll to the bottom)
• Article: "Fiduciary Duties: How ESOP Boards and Trustees Interact"