Article January 2019

Start Here: ESOP Decision-Makers

Resources for inside fiduciaries, board members, HR professionals, and other oversight roles at an existing ESOP company. 
Article June 2019

Start Here: ESOP Participants

Whether you’re a new hire or a 30-year lifelong employee, being an ESOP participant is often more beneficial and more confounding than working at a non-ESOP company.
Article May 29, 2019

Start Here: ESOP Transactions

ESOP transactions vary widely depending on factors such as the size of the company (which ranges from under 100 employees to over 100,000), the percentage of shares the ESOP will acquire (from less than 1% to 100%), whether the transaction involves a loan, and how many people originally owned the company. Most ESOP transactions move through four phases: pre-feasibility, feasibility, design, and the transaction itself.
Web Article January 18, 2019

Start Here: Limited Liability Companies (LLCs) and Employee Ownership

Limited liability companies (LLCs) are a relatively recent form of business organization, but one that has become increasingly popular because of their simplicity and flexibility. Many LLCs want employees to have an ownership stake in the company, and they have a wide array of options.
Article June 2019

Start Here: Professional Advisors

Deepen Your Expertise Become a Member With live and recorded webinars, a detailed monthly newsletter, access to the ESOP Q&A, and more, membership is a great way to learn more and stay up to date with the employee ownership field. Join today
Webinar

Strategies to Manage Repurchase Obligation

October 31, 2023
Managing repurchase obligation is not a “set it and forget it” endeavor. It requires monitoring, planning, and an understanding of strategies available to your Company. This session will cover strategies and available options to help manage repurchase obligation.
Member-Only Content. Login or Join to View.
Webinar

The DOL and IRS

October 17, 2023
Shortly after the close of the DOL’s fiscal year, we will review recent developments in DOL investigations and IRS Audits, changes inside the agencies, and what our ESOP community has been doing. We can do in the coming year to help level the playing field.
Member-Only Content. Login or Join to View.
Web Article February 2023

Employee Ownership by the Numbers

This page presents counts and characteristics of ESOPs and other employee stock ownership plans in the U.S., using data made available by the U.S. Department of Labor, the General Social Survey, and other sources. Page Contents