As companies re-open and the standards change for how to remain safe, communicating with employee owners will become even more important—and more challenging.
The ESOP Association
ESOP Association Resources
Program Research
Jun. 20
For nearly the last decade, the Employee Ownership Foundation has provided the funding necessary to collect data regarding employee ownership as part of the General Social Survey (GSS). This survey, and the data it produces, is considered the gold-standard for data used by academic researchers interested in studying the American population. The data is openly available and has subsequently been used by academics to better understand Americans’ attitudes toward employee ownership and the impact it has on their lives. This new report published by Dr. Joseph Blasi and Dr. Doug Kruse of Rutgers University analyzed the newest release of GSS data and observed the overwhelming and uniquely bi-partisan support for employee ownership across all demographics and citizen profiles.
ESOP Association, COVID-19
Jun. 10
If you are like me, much of the last three months has been spent thinking about how to best navigate your business, your job, and your family through the COVID-19 crisis that continues to grip the world with uncertainty and consequence. If it has been said once, it has been said a million times—these are difficult and challenging times, to be sure. But they do not need to be without direction or, even, hopefulness for the future.
ESOP Blog, Resource
Dec. 21
Two organizations with significant pull in the business world are focusing their attention on the benefits that ESOPs and employee ownership can bring to disadvantaged communities.
The Aspen Institute Economic Opportunities Program and the Rockefeller Foundation have been working jointly to explore and promote the use of ESOPs and employee ownership in Qualified Opportunity Zones. These 761 zones include distressed communities in all 50 states, the District of Columbia, and five U.S. territories.
The Aspen Institute Economic Opportunities Program and the Rockefeller Foundation have been working jointly to explore and promote the use of ESOPs and employee ownership in Qualified Opportunity Zones. These 761 zones include distressed communities in all 50 states, the District of Columbia, and five U.S. territories.
ESOP Brief, Dividends, 404(k), Resource
Dec. 20
There are various tax incentives to encourage companies to consider an ESOP. This Brief discusses an employer’s ability to use tax deductible funds to service ESOP debt and the advantages of deductible cash dividends.
ESOP Brief, Distributions, Put Option, Resource
Dec. 20
A guide to the rules surrounding ESOP distributions including an overview of The Put Option.
ESOP Brief, Repurchase Obligation, Resource
Dec. 20
Both S corporation and C corporation ESOP companies must be prepared to pay cash equal in value to stock in a participant’s account, per ERISA distributions rules.
ESOP Brief, Repurchase Obligation, Redeem, Recycle, Opportunity Cost, Resource
Dec. 20
This ESOP Brief introduces the concept of opportunity cost and the implications for share price when private companies devote resources to fund repurchase obligations.
ESOP Brief, Repurchase Obligation, Valuation, Recycle, Redeem, Resource
Dec. 20
This ESOP Brief explains how an ESOP company’s repurchase obligation should be understood and managed, and how the repurchase obligation associated with the ESOP should be reflected in the valuation.
ESOP Brief, Leveraged ESOPs, Convertible Stock, Financing, Resource
Dec. 20
How to use convertible preferred stock in an ESOP.