In partnership with the Wisconsin Center for Employee Ownership
A page of NCEO resources for visitors from Wisconsin
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
A new NCEO paper, The Impact of AI on ESOP Transactions and Administration (PDF; also see the embedded version below), looks at whether artificial intelligence (AI) will lower the costs of setting up ...
Continue Reading about Will AI Make ESOPs Easier to Set Up and Administer?
As a lifelong denizen of the Midwest, I can personally attest to the rich culture of employee ownership in the area. From the J&R Schugel trucks I see along my drive into downtown Chicago to the ...
Continue Reading about How the National Employee-Owner Summit Builds on Midwest ESOP Culture
The first piece of legislation I wrote on ESOPs as a Congressional staffer was the Small Business Employee Ownership Act. It became law in 1980. The bill was designed to address the SBA's refusal to ...
Continue Reading about Once Again, the SBA's ESOP Loan Program Becomes Dysfunctional
Many employee-owned companies these days are experimenting with different forms of participative management, such as systematic suggestion procedures, quality circles, and self-managing teams. Most ...
Continue Reading about The Surprising History of Democratic Management a Century Ago
The Rutgers Institute for the Study of Employee Ownership and Profit Sharing named Dr. Adria Scharf as its new director, succeeding Dr. Bill Castellano as of July 1.
Continue Reading about Dr. Adria Scharf Named Director of Rutgers Institute for the Study of Employee Ownership and Profit Sharing
Upcoming events
Missed our workshop at the Forum, or just want a refresher? We'll recap the key highlights and share takeaways from our group discussions with ESOP company leaders.
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In this session we will review the process, procedures, and requirements service providers should consider when releveraging shares within an ESOP.
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This one-hour educational session will provide an overview of Employee Stock Ownership Plans (ESOPs) as a tax-efficient exit strategy.
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