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The ESOP Association

ESOP Association Resources

Jul. 16
Each year we honor the individuals and companies who have pursued and achieved excellence. Those who are leading the charge and driving ESOPs and employee ownership to ever greater heights…The very best of us. 
This is an opportunity to celebrate the best accomplishments within our community. It also gives us the chance to learn from one another, and discover new and innovative ideas that we can implement at our ESOPs. 
Thank you to all our companies and individuals who were nominated for, and won, this year's National Awards. 
And the winners are….
Jul. 11
Urges Court to Consider Bowers + Kubota’s Appeal to Award Attorneys’ Fees After Company Was Vindicated in Overzealous, “Shoddy” Prosecution by Dept. of Labor
Washington, DC – The ESOP Association has filed an amicus brief with the Supreme Court of the United States, asking the Court to grant a writ of certiorari and consider Bowers + Kubota Consulting, Inc., et al. v. Julie A. Su, Acting Secretary of Labor.
Jul. 10
The House Committee on Appropriations recently released its report on proposed fiscal year 2025 funding for the Department of Labor, which included two very strong provisions affecting ESOPs.
With respect to ESOP company valuation and the adequate consideration exemption, the Committee noted that the DOL has neglected to provide critical regulatory guidance and asks the Department to prioritize formal rulemaking:
Jul. 10
If you couldn’t join us in Washington, DC for The ESOP Association’s National Conference in May, you missed one of the most energetic, informative, and fun events of the year!
It all started with TEA’s Advocacy Academy and our annual ESOP Advocacy Day, both of which drew record participation. On Advocacy Day, nearly 250 ardent ESOP supporters went to Capitol Hill to visit more than 75 Senate offices and nearly 150 House offices across 38 states to discuss critical ESOP issues with their elected representatives. Please see our Advocacy recap below for much more information!
Jul. 01
Lately, there has been a flood of new information concerning private equity firms’ interest in employee ownership, specifically by Pete Stavros and KKR, one of the largest PE firms. 
Jun. 28
Welcome to your May/June issue of the ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
Jun. 28
Inside this Issue:

Letter from the President
Chapter of the Year
Advocacy Update
NE Award Winners
State Captain Spotlight
Chapter Officers
State Captains
Mentorship Program
Edmunson Scholarship
Chapter Sponsors

Read the full issue >>
May. 23
Inside this Issue:

Diamond Saw Works President & CEO Matt Sharpe Takes the Helm as the NY/NJ Chapter President
New York/New Jersey Chapter Awards
Upcoming Events
Chapter Membership Snapshot
Recap of Recent Events
2024 Chapter Officers
Executive Committee Volunteer Opportunities

Read the Full Issue >>
May. 02
Over the past few months, The ESOP Association has been conducting an expansive market research study looking into attitudes toward ESOPs and employee ownership. Our goal for this ambitious project is to help ESOPs and professional service providers gain an edge in both internal and external communications through data-driven messaging that resonates with target audiences. We are just now starting to receive and analyze the results from this first-of-its-kind study, and we will release the initial findings and key takeaways at next week’s National Conference in Washington, DC.
May. 01
Welcome to your March issue of the ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
Inside this issue: