In partnership with the Illinois Center for Employee Ownership
A page of NCEO resources for visitors from Illinois
Join us June 15-16 in Columbus, OH
This 1.5-day, in-person meeting brings together business owners considering an employee stock ownership plan (ESOP) as a succession strategy, along with ESOP experts and advisors who provide insights on structuring transactions, tax implications, and the operational realities of 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.
News
California Governor Gavin Newsom, who stated on May 19 that "You cannot save democracy unless we democratize the economy," issued an executive order on AI on May 21 that in part directs the state ...
Continue Reading about California Governor's Executive Order on AI Supports EO
In language in the committee report on the fiscal year 2027 appropriations bill, the House Committee on Appropriations urged the Department of Commerce to take steps to promote employee ownership, ...
Continue Reading about House Appropriations Committee Language Urges Commerce Department to Support Employee Ownership
A new research paper, Employee Share Ownership, Management Practices, and Labor Productivity: An Analysis Using Establishment Level Micro-Data from the U.S. Census, addresses long-standing questions ...
Continue Reading about Research on Federal Datasets Finds Employee Ownership Companies More Productive
In Beyond Your Ownership: How Employee Ownership Can Align Your Purpose, People, and Profit, Bob Whalen, the CEO of ESOP-owned HB Global, and Jamie Dykstra, who helped write the book, draw on the ...
Continue Reading about New Book by HB Global CEO Makes the Case for Employee Ownership
In 2024, Canada enacted legislation that exempts the first $10 million (Canadian) in gains from the sale of a business to a qualifying employee ownership trust (EOT). The exemption was set to be ...
Continue Reading about Canada Makes Employee Ownership Trust Tax Incentive Permanent
Upcoming events
Strategic Talent Partners Principal Todd Johnson will discuss how ESOP ownership shapes talent needs, and why aligning people strategy with long-term business goals is critical to growth.
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This session explores how companies can proactively plan for the financial, strategic, and organizational realities of long-term employee ownership.
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ESOP leaders and professional advisors reveal what they wish they'd known earlier: misconceptions, missteps, and strategies that keep repurchase obligations manageable as companies grow.
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