Start Here: ESOP Decision-Makers

Board Members

We highly recommend our ESOP Company Board Handbook, which helps directors navigate the unique governance considerations at ESOP companies. We also can provide customized online training presentations for board members.

For director compensation and other issues, see our corporate governance survey.

Inside Trustees 

The Inside ESOP Fiduciary Handbook is a guide to key topics for inside trustees, including valuation, valuation scenarios fiduciaries may face, board-trustee interactions, and fiduciary insurance. We also can provide customized online training presentations for inside fiduciaries.

HR/Compensation

The ESOP Communications Sourcebook provides templates, ideas, and examples from other ESOP companies to use to jump start your communications. Our book Executive Compensation in ESOP Companies  provides a detailed review of ideas and data on this topic. Sustainable ESOPs looks at all aspects on plan design and operations to guide you on how to make your ESOP work in the long term.

 We also have a comprehensive online ESOP training program.

Communications and Culture

The ESOP Communications Sourcebook provides templates, ideas, and examples from other ESOP companies to use to jump-start your communications.  Our book Fundamentals of Ownership Culture is a guide to creating effective employee involvement programs.

The NCEO also offers the premier employee ownership culture survey. It is a great tool for finding out where you are and what to do next.