In partnership with the Connecticut Center for Employee Ownership
A page of NCEO resources for visitors from Connecticut
Join us June 15-16 in Columbus, OH
This 1.5-day, in-person meeting brings together business owners considering an employee stock ownership plan (ESOP) as a succession strategy, along with ESOP experts and advisors who provide insights on structuring transactions, tax implications, and the operational realities of employee ownership.
For a general overview, see our article How an Employee Stock Ownership Plan (ESOP) Works.
For a step-by-step guide to assessing an ESOP for your company, check out our ESOP Pre-Feasibility Toolkit.
Recommended books:
Selling to an ESOP and Financing the Deal
A detailed guide for owners, managers, and advisors of closely held businesses who are considering a sale to an ESOP.
This concise book explains the rules, uses, benefits, and other aspects of employee stock ownership plans (ESOPs).
Join our EOT Peer Gatherings: Online meetings for companies that have or are considering an EOT. Participants share experiences, discuss challenges, and gain insights from different parts of the employee ownership community.
For an overview of how EOTs work, see our Introduction to EOTs.
Recommended book:
Using an Employee Ownership Trust for Business Transition
Learn how EOTs work, whether one is right for your company, and how they are created, financed, and governed.
See our overview of the types of equity compensation or a webinar on direct employee ownership.
Recommended books:
Describes models for direct employee ownership, with technical details plus case studies.
The Decision-Maker's Guide to Equity Compensation
How to find and implement an equity compensation strategy that works for your company.
Equity Compensation for Limited Liability Companies (LLCs)
A guide to creating equity compensation arrangements for LLCs.
News
Insights from the NCEO June Community Conversation When ESOP practitioners gather to talk honestly about the repurchase obligation, one of the first things worth reframing is the language itself. ...
Continue Reading about The Repurchase Obligation Is a Feature, Not a Bug
The US Department of Labor (DOL) released its 2026 rule list, which states that it will issue ESOP valuation regulations in November 2026. The regulations are required by the SECURE 2.0 Act of 2022. ...
Continue Reading about DOL Schedules Valuation Regulations for November 2026
A new NCEO task force of trustees is examining how an ESOP company’s repurchase obligation should affect its stock value. The repurchase obligation can be a significant financial cost for ESOP ...
Continue Reading about New NCEO Task Force Examines Effect of Repurchase Obligations on Value
Making the move from a traditional corporate environment to an employee-owned company is a bigger shift than most leaders expect. In a recent NCEO webinar, Susan Bunz and Brian Kingery of Stellar ...
Continue Reading about What Changes When You Lead in an Employee-Owned Company
Study also finds that companies emphasize ownership culture is the best tool for retention and recruitment.
Continue Reading about New Study Shows ESOP Companies Have Lower Turnover Rates
Upcoming events
This webinar explores the building blocks of ownership culture, why employee-owned companies measure culture, and what measures matter most.
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Presenters will review all aspects of processing payments to plan participants from an ESOP.
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Panelists will unpack the distinct roles of the corporation and the ESOP trust, discuss common structuring challenges, and share strategies for executing a smooth and close.
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