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- Membership
What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
- Events & Meetings
Featured Event
Registration Open!
This gathering of ESOP Presidents and CEOs offers a one-of-a-kind platform for peer learning, allowing participants to glean valuable strategies from others grappling with similar challenges.
Upcoming events
- Resources
The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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- About TEA
What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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The ESOP Association
ESOP Association Resources
Mar. 24
Important changes—bringing you incredible opportunities to get engaged in public policy and advocacy—are taking place at your ESOP Association. Updates to TEA's governance coupled with a suite of new advocacy programs offer a path for members of all experience levels to get involved in ESOP advocacy. Get all the details in multiple articles in this month's ESOP Report.
Plus, you can get the latest details on the National Conference, which is now open for registration; learn about TEA's new Group Captive Workers' Comp Insurance Plan; read about a new Issue Brief on control premiums in ESOP valuations; and more!
Plus, you can get the latest details on the National Conference, which is now open for registration; learn about TEA's new Group Captive Workers' Comp Insurance Plan; read about a new Issue Brief on control premiums in ESOP valuations; and more!
Mar. 22
Marty Walsh, the two-term mayor of Boston, was confirmed as the Labor secretary by the Senate in a 68-29 vote on Monday, March 22, 2021.
Please see the ESOP Association's Official Statement for more on this news.
Please see the ESOP Association's Official Statement for more on this news.
Mar. 22
Secretary Provides Responses to ESOP Questions During Confirmation Process
Mar. 11
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.
This brief was updated in March 2021.
Mar. 09
Julie Su, current head of California’s Labor and Workforce Development Agency has been tapped by the Biden administration to be Deputy Labor Secretary under Labor Secretary Nominee Marty Walsh.
Mar. 09
$1.9 trillion relief bill includes $1,400 checks, billions for vaccines, and money to reopen schools. Restaurant, airplane manufacturing, concert venue industries set to benefit most.
Chapter News, Resource
Sep. 30
Government Relations update; list of Upcoming Events; welcome to new member PDM; Member Spotlight on Commonwealth Electric of the Midwest.
ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Corner, Selling an ESOP, Financial Literacy, Employee Ownership Foundation, Resource
Sep. 01
Employee Ownership Foundation launches new website.
Chapter News, Resource
Mar. 31
Recap of the chapter Annual Winter Conference; Government Relations update; list of Upcoming Events; welcome to new members Security Bank of Laurel and Kline Electric.
Chapter News, Resource
Mar. 31
Recap of the Spring Conference; welcome to our newest members; this month’s featured member; chapter ESOP Company of the Year and Employee Owner of the Year; legislative update; list of upcoming events.
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