September 15, 2015

The ESOP Transaction Survey Closes Tomorrow

Executive Director

Thank you to the many companies who have already filled out the first-ever ESOP transaction survey. Company responses help us answer questions no one has been able to answer before, such as:

  • What percentage of shares does an ESOP typically own following an initial transaction?
  • How many transactions involve an external trustee?
  • Do most companies get fairness opinions?
  • What's the average number of months to complete the transaction?

The results are already intriguing, but to maximize the credibility of this research we want as many companies to participate as possible.

Complete the survey here. It should take no more than 15 minutes.

Your responses will be completely confidential, and the NCEO will release only aggregate results to avoid any exposure for individual companies or even small groups of companies.