Web Article September 25, 2020

How to Choose an Employee Stock Plan for a Closely Held Company

Many companies we encounter have a pretty good idea of what kind of employee ownership plan they want to use, usually based on specific needs and goals. However, sometimes they might be better served by another kind of stock plan.
Web Article March 8, 2017

How to Choose Employee Ownership Consultants

Hiring the experts to help you manage the creation of an employee ownership plan will cost money, but the right experts will save you the hassle, time, and unwarranted risk of trying to figure this out yourself. Contents
Web Article July 30, 2018

Ownership Transitions: ESOPs Compared to Other Strategies

There are three traditional ownership succession strategies: sell to an insider, sell to an outsider and "till death do us part." I will discuss each of these traditional options and compare each of them to an ESOP.
Web Article May 10, 2018

Red Flags in ESOP Transactions

ESOPs are an extraordinarily effective tool for business ownership transitions as well as creating productive ownership cultures. According to the NCEO's 2015 ESOP transaction survey, 92% of ESOP companies are happy with their ESOP transactions.
Web Article November 2023

Research on Employee Ownership

A large body of research explores the effects of employee ownership on firms and workers. This page provides a guide to key findings.
Web Article May 13, 2016

Steps to Setting Up an ESOP

If you have decided an employee stock ownership plan (ESOP) is worth investigating, there are several steps to take to implement a plan. At each point, you may decide you have gone far enough and that an ESOP is not right for you.