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The ESOP Association

ESOP Association Resources

Apr. 23
ESOP Brief #29: Responding to Auditor and Other Party Requests for ESOP Valuation Reports
Read how to maintain the confidentiality of your valuation reports while providing necessary access to auditors.
Mar. 22
ESOP Association Looks Forward to Working with Labor Secretary Walsh
Secretary Provides Responses to ESOP Questions During Confirmation Process
Mar. 11
ESOP Brief #24: The Value of Control in ESOP Transactions & Plan Year Valuations
What value does control bring in an ESOP transaction or annual valuation? This brief offers discussion and analysis on this important topic.
This brief was updated in March 2021.
Aug. 10
Rutgers Releases ESOP Survey Data
Rutgers University School of Management and Labor Relations' Kelso Fellows, supported by The Employee Ownership Foundation (EOF) have released the results of their nationwide ESOP survey. To see the results please visit the EOF website: https://employeeownershipfoundation.org/foundation-research.