Become an NCEO member

• Our monthly communications resource, The Download, makes communicating about your EO plan with employee-owners easy.

• Professional advisors, company insiders, and NCEO staff present one-hour member-only webinars most Tuesdays. Most are eligible for continuing education credit.
• Topics range from feasibility and basic administration to advanced issues like repurchase obligation, board governance, and communication / culture.

• Join NCEO members from employee-owned companies in facilitated discussions about communications, finance, HR, and more.

Leadership cohorts gather CEOs and leaders from employee-owned companies in select industries

• Call or email our expert staff with employee ownership questions.

Actionable data from our research team

The best and most reliable information available

We help members learn about EO and stay updated with practical resources.

The Employee Ownership Report
New and up-to-the-minute articles and resources - searchable online and delivered to your inbox monthly. Find answers and inspiration with quick-read ESOP company stories, updated best practices, news, and more.

• • ESOP Pre-Feasibility Toolkit and Tax Advantage Calculator: allows a business, owner, CFO, or trusted advisor to better understand how well an ESOP transaction will work for them or their client.
  • Being Acquired by an ESOP Company:
    Briefly explore 5 paths to employee ownership and evaluate the pros and cons of one path to employee ownership: selling the business to a company that already is employee-owned.
    
  • Finance and Lender Directory: As an NCEO member company, you can get help securing financing, either for an ESOP transaction or commercial lending. The toolkit also includes guidelines to best practices when seeking financing, as well as a directory of bank and non-bank lenders with ESOP experience.
  • Repurchase Obligation: a guide to the NCEO resources that can help you adequately plan for your repurchase obligation and become a more sustainable ESOP company.
  • Employee Ownership Month: This toolkit is designed to highlight the “why” behind Employee Ownership Month and to provide resources and examples to assist with the planning and execution of the month’s activities.
  • Recruitment and Retention: Improve your company's ability to both recruit and retain employee-owners. This toolkit provides an overview of the key steps in recruiting and retention, as well as guidance specific to different stages in an employee-owner’s lifecycle, from onboarding to long-tenure employees. 
  • Board Excellence and Candidate Directory: Improve the effectiveness of your board of directors, primarily by successfully recruiting and onboarding independent directors. This toolkit provides resources, centering around a directory of possible candidates to be independent directors on the boards of ESOP companies. The directory primarily draws from ESOP companies that are members of the NCEO. 

Sample documents and checklists from trusted sources, ranging from Butler/Till's "Owner's Manual" to an ESOP FAQ from Calibre Systems, Inc., accompanied by helpful NCEO articles.

Captive insurance group eligibility and other benefits from affiliated groups

Preferential prices on all other resources
Members get discounts on event registrations, research reports, publications, employee surveys, and more.