In partnership with the Employee Ownership Expansion Network (EOX)
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
Voya Financial, a leading retirement, employee benefits, and investment management company, reports in a new survey that 70% of consumers “would more likely support a business that enables employee ...
Continue Reading about New Survey Finds Strong Consumer Support for Employee Ownership
Every few years, a new phrase is invented to explain why work isn't working.
Continue Reading about How Are ESOP Companies Recruiting and Retaining Employees?
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 ...
Continue Reading about NJ Legislature Passes Major Employee Ownership Bill
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 ...
Continue Reading about What Boards and Leaders of Mature ESOPs Need to Plan for Next
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 ...
Continue Reading about Reflections from the NCEO New Manager Workshop: Building the Newest Generation of Ownership Leaders
Upcoming events
This webinar will examine how inflationary environments affect the valuation of ESOP-owned companies.
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This session will discuss the Repurchase Obligation process, proper planning and expectations post study.
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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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