How Are ESOP Companies Recruiting and Retaining Employees?
Every few years, a new phrase is invented to explain why work isn't working.
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In partnership with the North Carolina Employee Ownership Center
Learn more about employee ownership
A page of NCEO resources for visitors from North Carolina
Upcoming event: Is an ESOP Right For You?
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.
Resources to get started
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.
Visit our colleagues at the Democracy at Work Institute, who specialize in worker cooperatives.
The best way to become employee owned might be to be acquired by a company that already is employee owned, and you can learn more and find potential acquirers in our Being Acquired by an ESOP toolkit.
News
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NJ Legislature Passes Major Employee Ownership Bill
New Jersey bill A5016/S4218, which would establish a program in the state Economic Development Administration to “encourage employee ownership awareness and provide funding and advisory support,” has ...
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What Boards and Leaders of Mature ESOPs Need to Plan for Next
For many ESOP companies, the early years are defined by a familiar set of priorities: paying down debt, building employee communication, and getting comfortable with plan administration. But what ...
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Reflections from the NCEO New Manager Workshop: Building the Newest Generation of Ownership Leaders
This past week, I had the privilege of being onsite for the NCEO’s New Manager Workshop in Denver, CO, and I'm still thinking about it. There's something unique that happens when you get 67 managers ...
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Beyster Initiatives Continue UCSD's EO Education
As a proud UC San Diego alumna, I’m excited that NCEO is partnering with Beyster Initiatives at the Rady School of Management to conduct three separate courses for ESOP company leaders and ...
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Upcoming events
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The Return of Inflation! How Will it Affect my Valuation?
This webinar will examine how inflationary environments affect the valuation of ESOP-owned companies.
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Repurchase Obligation Studies: From Forecast to Funding Strategy
This session will discuss the Repurchase Obligation process, proper planning and expectations post study.
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Who Comes Next and How
This session follows two real companies as they move through the same three phases of a leadership transition: getting started, getting ready, and getting real.
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