Employee Ownership Blog

Retailer and department chain the John Lewis Partnership is mulling a reduction of its employee ownership percentage.

The Department of Labor (DOL) announced that it now expects to release its proposed regulations on ESOP valuation in March 2024.

It’s that time of year again! This December, you can support employee-owned businesses while crossing items off your wish list by shopping with our NCEO Gift Guide.

In its 2023 Fall Economic Statement released on November 21, the Canadian government (the ruling party in Parliament)  “introduce[d] a series of new measures to advance the government's economic plan by continuing to bui

Around this time in late 2021, I wrote about the urgent need for DEI programs to address the myriad issues of racial and gender equity in the working world.

The 2023 ESOP Executive and Board Compensation Survey report is now available. Thank you to all of the survey respondents.

In Notice 2023-75 (PDF) and an accompanying news release, the IRS announced yearly cost-of-living increases in dollar limits for ESOPs and other defined contribution plans for 2024.

The IRS clarified at an American Bar Association conference that its new focus on ESOPs extends only to abusive schemes involving high-income taxpayers.

New research released on October 19, 2023 on employee ownership in the United Kingdom – the People Powered Growth Report – suggests the UK’s employee ownership sector is outperforming the UK’s national productivity while contributing to several meas

Artificial Intelligence will change how businesses operate, but is its impact any different in an employee-owned company?

Employee Ownership Month provides us with an opportunity to celebrate, reward, and educate employee-owners and the companies they work for. Stepping back, it’s helpful to understand the history behind the celebration and why it matters today.

Apis & Heritage Capital Partners (A&H), a middle-market mezzanine debt firm with the mission of closing the racial wealth gap using employee ownership, has released its first annual impact report, highlighting some of the successes of its initia