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The ESOP Association

ESOP Association Resources

May. 23
New York/New Jersey Chapter Spring Newsletter
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
Know Your Audience and Know Your Message: Comprehensive New Communications Research On The Way
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
April 2024 ESOP Report
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:
Feb. 24
February 2023 ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss! This month also includes a special report on Cybersecurity preparedness for ESOPs.
Feb. 17
New U.S. Treasury Department Program
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Feb. 13
Mid-Atlantic / Carolinas February 2023 Newsletter
In This Issue
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Advocacy
Feb. 10
The ESOP Community’s New Year’s Resolution: Double Down on Advocacy
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Feb. 03
Federal Appeals Court Sides With ESOP on Key Valuation Case
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
May. 26
Urgent Help Needed Supporting New Legislation
The ESOP Association has mobilized its advocacy teams to provide support for legislation that helps fund critically needed education and state centers for employee ownership. The amendment, sponsored by Kansas Senator Jerry Moran (R) and Vermont Senator Bernie Sanders (I) provides $50 million in spending authority over the next four years.
May. 19
Employee Ownership Deepens and Adds Durability to U.S. Competitiveness Bipartisan Sanders/Moran WORK Amendment Should Be Included in S. 1260
The ESOP Association encourages Congress to strengthen The Endless Frontier Act (S. 1260) by supplementing it with the bipartisan Sanders/Moran WORK Act Amendment, which provides critical resources to educate business owners about the benefits of employee ownership and the economic and competitive stability that flows from it. Business longevity and succession planning for the millions of current American businesses facing the retirement of their owners is an essential element to any long-term American competitive strategy.