What New ESOPs Need to Prepare For in Year One
Closing an ESOP transaction is a significant milestone, but it also begins a new set of obligations. In a recent NCEO webinar, Beyond the Close: What New ESOPs Need to Prepare for in Their First 90 ...
In partnership with the Georgia Center for Employee Ownership
A page of NCEO resources for visitors from Georgia
This page is for anyone who wants to learn more about employee ownership, especially if you want to explore whether employee ownership might be the right fit for your company or your clients.
You likely found this page as a link from our colleagues at the Georgia Center for Employee Ownership. The GACEO can put you in touch with nearby business owners and others with expertise in employee ownership, and this page will give you the top resources we at the NCEO offer to answer your questions about employee ownership.
For a general overview, see our article How an Employee Stock Ownership Plan (ESOP) Works.
For a step-by-step guide to assessing an ESOP for your company, check out our ESOP Pre-Feasibility Toolkit.
Recommended books:

Selling to an ESOP and Financing the Deal
A detailed guide for owners, managers, and advisors of closely held businesses who are considering a sale to an ESOP.

This concise book explains the rules, uses, benefits, and other aspects of employee stock ownership plans (ESOPs).
Join our EOT Peer Gatherings: Online meetings for companies that have or are considering an EOT. Participants share experiences, discuss challenges, and gain insights from different parts of the employee ownership community.
For an overview of how EOTs work, see our Introduction to EOTs.
Recommended book:

Using an Employee Ownership Trust for Business Transition
Learn how EOTs work, whether one is right for your company, and how they are created, financed, and governed.
See our overview of the types of equity compensation or a webinar on direct employee ownership.
Recommended books:

Describes models for direct employee ownership, with technical details plus case studies.

The Decision-Maker's Guide to Equity Compensation
How to find and implement an equity compensation strategy that works for your company.

Equity Compensation for Limited Liability Companies (LLCs)
A guide to creating equity compensation arrangements for LLCs.
Who Should Own Your Business After You? is a brief introductory booklet designed for business owners who want to start exploring if employee ownership might be the right fit for them and their companies. Real business owners explain why and how business owners sold their business to their employees. It provides an overview of the five main forms of employee ownership in the United States: employee stock ownership plans or ESOPs, worker cooperatives, employee ownership trusts (EOTs), direct share ownership, and being acquired by a company that is already employee-owned. Readers will leave knowing what paths to explore and tools to learn more.
Closing an ESOP transaction is a significant milestone, but it also begins a new set of obligations. In a recent NCEO webinar, Beyond the Close: What New ESOPs Need to Prepare for in Their First 90 ...
The Fortune 100 Best Companies to Work For® 2026 list compiled by the Great Place to Work Institute once again contains a number of companies that either have ESOPs or are directly 100% owned by most ...
Many mature ESOP companies use releveraging to help manage their repurchase obligations and ensure there are shares to allocate to new participants over time. Releveraging especially helps manage ...
In an NCEO webinar earlier this year, Capital Planning: Beyond the Basics, Prairie Capital Advisors' Nick Viner and Joseph Labetti walked through a framework for thinking about capital allocation in ...
But the poll also found that few people know much about the idea A new poll from Expanding ESOPs shows that a large majority of Americans support the idea of employee ownership, while very few oppose ...
Missed our workshop at the NCEO Pre Conference or want a refresher on the key insights? We'll recap the highlights from our interactive session and share takeaways based on discussions with ESOP company leaders.
This session explores innovative transaction structures and how ESOP rules intersect with corporate and state law to define roles and responsibilities.
Presenters will review the most common compensation definition, nuances between them and practical applications to determine that your recordkeeping compensation is correct.
You can unsubscribe at any time, and you can sign up for the mailing list for the Illinois Employee Ownership Center at the same time! Sign up below.
There’s no better way to learn about employee ownership than seeing it up close, and your in-state employee ownership exists to do exactly that.
We'd be glad to speak with you about your interest in employee ownership and recommend next steps, from in-person events to webinars, from our directory of professional service providers to talking with your peers in our networking groups.