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Employee engagement has long been a core measure for how well a company is doing to create an enjoyable and high-performing organizational culture.

As we described in the January newsletter the number of participants in private ESOPs increased by 5.7% from 2014 to 2019 even as the number of plans decreased by 1.2% over the same period.

The total number of ESOPs has been in slow decline over the past several years, dropping from 7,138 plans in 2010 to 6,660 in 2016 (the most recent year for which reliable data is available from the Department of Labor).

When I first learned about employee-owned TVF, Inc., they were on the fast track to becoming one of the newest stewards of ESOP networking as a valuable member of the employee ownership community.

How companies take control premiums into account in the yearly ESOP valuation. 

Forecasts are an essential part of any business, especially in an ESOP because they are a major component of the annual valuation.

Giving employees vesting credit for past service in an ESOP can seem only fair. On the other hand, it can also increase repurchase obligations for some companies. In this article, Larry Goldberg of the ESOP Law Group suggests a way to try to both be fair and reduce repurchase needs.

A fair amount of information about the roughly 6,400 U.S. ESOPs can be gleaned from public records of their Form 5500 filings.

Many business owners considering an ESOP are surprised and sometimes discouraged by the costs of setting up a plan. While the costs are substantial, selling to another buyer is usually even more costly—often much more.

While acquisitions are not new to ESOPs, they are an increasingly frequent topic of conversation among the ESOP community, including in what we hear from our members. This article highlights key ideas from the latest discussion with our ESOP CEO network.