Valuation Discounts in ESOPs

A commonly distressing experience for owners in a company with an employee stock ownership plan (ESOP) is that the price of the business as a whole is not the price the ESOP will actually pay.

Where Did Employee Ownership Month Come From?

Back in 1982, the National Center for Employee Ownership was in its second year. Our staff consisted of three people: Karen Young, myself, and an intern, Mike Yoffee. We thought it would be a good idea to have an employee ownership week.

Working at an ESOP

Considering a job at an ESOP company? Here are some things you should know.

Cases & Rulings: July 2022

Seventy Seven Energy 401(k) Stock Drop Case Settled: In Snider v. Administrative Committee Seventy Seven Energy Retirement Plan, Cov29-977-D (W.D.
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Company News: July 2022

● Investment fund Apis & Heritage, founded and led by NCEO board m
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Uptick in Number of Employee-Owners

According to the latest data available from the Department of Labor, there were 6,669 ESOPs covering 14.4 million participants and holding close to $1.3 trillion in plan assets as of the end of 2015.
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2022 Annual Report: The State of the NCEO

As the chair and immediate past chair of the NCEO’s board of directors, our role is to support the NCEO’s pursuit of its mission to make employee ownership thrive. We are happy to report to members and all stakeholders that the NCEO is continuing to deliver on that mission by investing in its strengths and exploring new ways to support employee-owned companies.
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