Former DOL Assistant Secretary Joins EOX Board
Lisa M. Gomez, who recently served as the assistant secretary for employee benefits security at the Department of Labor, has joined the Employee Ownership Expansion Network (EOX)'s board of directors.
In partnership with the Employee Ownership Expansion Network (EOX)
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 Employee Ownership Expansion Network (EOX). EOX can connect you with your state's employee ownership center to help get you in touch with nearby business owners and others with expertise in employee ownership. This page will give you the top resources we at the NCEO offer to answer your questions about employee ownership.
Visit our general overview (How an Employee Stock Ownership Plan (ESOP) Works) or our ESOP Pre-Feasibility Toolkit.
Recommended books:
Take a look at our Introduction to EOTs.
Recommended book: Using an Employee Ownership Trust for Business Transition
See our overview of the types of equity compensation or a webinar on direct employee ownership.
Recommended books:
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.
Lisa M. Gomez, who recently served as the assistant secretary for employee benefits security at the Department of Labor, has joined the Employee Ownership Expansion Network (EOX)'s board of directors.
The NCEO research team, looking at available data from the last few years, recently completed a detailed analysis of the breadth and depth of the retirement crisis facing the US workforce. The ...
The new Share Holder Allocation for Rewards to Employees Plan Act, or the SHARE Plan Act, has been introduced in the House. The bipartisan bill is sponsored by Representatives Tom Suozzi (D-NY) and ...
On July 14 and 15, I was joined by 24 attendees from 17 different companies in San Diego, California, at the Hotel Republic for “Is an ESOP Right for You?” It was inspiring to see such a wide array ...
Senators Steve Daines (R-MT) and Maggie Hassan (D-NH), along with a bipartisan group of cosponsors, have introduced the Promotion and Expansion of Private Employee Ownership Act of 2025 (PDF). This ...
Join our presenters as they discuss the Form 5500 audit process. The session will discuss the interaction between the CPA firm, TPA firm and Plan Sponsor. Best practices as well as timelines will be discussed.
Missed our workshop at the Forum? We’ll provide a recap of the presentation and cover key takeaways based on feedback and input we get from ESOP companies in the live workshop.
ESOPs require more than just good leadership—they demand a unique kind of leader. In these organizations, leaders must not only drive performance, but also align with the values of ownership, collaboration, and long-term stewardship. In this interactive session, Strategic Talent Partners Principals Bill Frommelt and Todd Johnson will discuss what makes an ESOP leader successful, how to evaluate those qualities effectively, and how to make hiring decisions that strengthen your culture and drive performance.
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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.