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Resources for New ESOPs

Getting started as a newly employee-owned company

Welcome to the employee ownership community! You’re joining a national network of successful employee-owned businesses spanning diverse industries across the United States. The resources below are designed to guide you as you continue your employee ownership journey with your new ESOP.

Culture and Communications

ESOP Basics for New Employee-Owners

Share this primer with your team to explain how ESOPs work.

Article

Participants' Guide to Distribution Rules

Understand when and how employees receive ESOP distributions.

Article

The ESOP Communications Sourcebook
Discover templates and strategies for communicating ownership to your team.

Publication

Ownership Culture Survey
Benchmark your ownership culture and track progress over time.

Tool

ESOP Rollout

ESOP Basics for New Employee-Owners

Share this primer with your team to explain how ESOPs work.

Article

Participants' Guide to Distribution Rules

Understand when and how employees receive ESOP distributions.

Article

The ESOP Communications Sourcebook
Discover templates and strategies for communicating ownership to your team.

Publication

Ownership Culture Survey
Benchmark your ownership culture and track progress over time.

Tool

HR & Compensation

Executive & Director Compensation in ESOP Companies
See a breakdown of a recent NCEO compensation survey.

Article

Sustainable ESOPs
Learn how to remain successfully employee-owned for the long term.

Publication

Online ESOP Training
Participate in a comprehensive, self-paced educational program, including five units on employee stock ownership plans.

Online Training

Governance & Decision Makers

Board Excellence Toolkit & Candidate Directory
Improve the effectiveness of your board of directors with articles, sample documents, and more.

Toolkit

Executive Compensation Data
Explore original NCEO research on compensation.

Research Data

ESOPs and Corporate Governance
Review details on board compensation and composition, board size and meetings, trustee types and compensation, and more.

Publication

Ownership Culture Survey
Benchmark your ownership culture and track progress over time.

Tool

Popular NCEO Resources

Peer Networks
Connect with your peers in the employee ownership space by joining one of our 10 groups based on job function.

Join a Group

Employee Ownership Blog
Keep up to date with news in the employee ownership community.

Read the Blog

Service Provider Directory
Connect with a professional advisor in our community. 

See the Directory