Find Your Resource

Hear from two employee-owner executives whose companies chose an Employee Ownership Trust (EOT), an alternative to an ESOP for their path to employee ownership.

Take a fresh look at the internal and external members of your ESOP team to make sure that your company is getting the support it needs but also to keep all aspects of the ESOP and your company working smoothly together.

Get ready to dive into the rollercoaster ride of ESOP transactions, where we'll unravel the benchmarks from engagement to closing, sprinkle in some legal insights, and serve up tips for a smooth ride through this regulatory maze!

Increase business and financial literacy through interactive gameplay!

There are several ways to finance the repurchase obligation, including "pay-as-you-go" funding, pre-funding, paying dividends/S corporation distributions, corporate-owned life insurance, and incurring debt, i.e., releveraging the ESOP. The methods for handling repurchased shares, i.e., redeeming or recycling, will also be discussed. This webinar will cover the mechanics as well as the pros and cons of each.

This webinar provides a basic understanding of the process of completing a repurchase forecast and the factors and assumptions that affect the outcome of forecast, including the impact of specific plan provisions (such as distribution timing and segregating accounts), the impact of the distribution mechanics (recycling vs. redeeming), and interplay between the stock value and the repurchase obligation.

Closely held ESOP companies have a specific legal obligation to buy back stock from departing and diversifying employees. This webinar will describe these requirements and explore than various alternative approaches you can use on such issues as the timing, form, and requirements for distributions, including lump-sum versus installment payments, account segregation at termination, changing when the distribution occurs, diversification requirements, what valuation to use, and more.

Discuss the impact of employee ownership on our economies and our communities

Learn what warrants are and why they have become an important negotiation tool for both trustees and selling shareholders.

Leaders often ask what it takes to get more employees "thinking like an owner." The truth is, It takes more than just an ESOP. One challenge to engaging all employees as owners are the often invisible divides based on class and profession in our organizations: office and field, shop floor and customer service, sales, and warehouse.