The ESOP Association

ESOP Association Resources

ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
174
ESOP Brief, Repurchase Obligation, Opportunity Cost, New Present Value, Redeem, Recycle, Resource
Feb. 25
Using opportunity cost to understand the true cost of the repurchase obligation on an ESOP company’s share price.
175
ESOP Brief, Synthetic Equity, Warrants, Options, Valuation, Resource
Feb. 25
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.
176
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Engagement, Vesting, Fitz-Gerald, Bonham, Resource
Feb. 10

New ESOP Association CEO announced.
186
Resource, Press Releases
Feb. 07
 

Washington, DC, February 7, 2019 – The ESOP Association (TEA) announced today that James J. Bonham will assume the role of President and Chief Executive Officer (CEO) on March 1.  Founded in 1978, TEA is America’s largest national trade association focused on advancing employee ownership through the Employee Stock Ownership Plan (ESOP) model.
343
ESOP Blog, Resource, Government Affairs
Nov. 29
A quick glance at the results of the mid-term elections might leave one feeling that the ESOP community will face challenging days ahead. Certainly the retirement and defeat of key ESOP advocates in Congress—primarily in the House, where tax laws originate—pose a challenge. But there is good news too.

The "Bad" News

First, let’s look at the more challenging news.

We will lose some crucial, long-time ESOP Advocates next year.
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, Economic Performance Survey, Valuation, Insufficient Assets, Employee Ownership Month
Nov. 01
Members of The ESOP Association and the public show even greater interest in celebrating Employee Ownership Month.
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