Customizable communication materials

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

Weekly live webinars presented by experts in the field, plus recordings

• 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.

Peer networking groups

Join NCEO members from employee-owned companies in facilitated discussions to share ideas, collaborate, and build your network.

• HR Peer Networking
• ESOP Finance Working Group
• Employee Owned Trust (EOT) Peer Gatherings
• Innovative Communication Coalition
• ESOP CEO Network
• Health Care ESOP Work Group
• Large ESOP Company Network
• Rising Leaders Network
• EO Board Directors Peer Network
• Professional Advisors Network
  
  

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

Captive insurance group eligibility and other benefits from affiliated groups

Personalized support

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 employee ownership 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.

AI-powered Employee Ownership Librarian

NCEO members enjoy unlimited access to EO Librarian, an AI-powered search tool that can answer the basics or even obscure technical questions about setting up and maintaining an employee ownership plan. All answers are generated directly from our 40+ expert-written publications and 80+ articles, with a link to the source.

Resource-rich curated toolkits

• 0-3 Year ESOP Toolkit: guides company leadership through the early stages of employee ownership through establishing sound governance, managing administrative responsibilities, cultivating a thriving employee ownership culture, and more. It includes readings, resources, and expert insights to help navigate this critical phase.

• 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 Toolkit 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.

Preferential prices on all other resources

Members get discounts on event registrations, research reports, publications, employee surveys, and more.