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“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.
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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.
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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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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
Feb. 13
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
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
Jul. 28
After several days of debate, Senate Republicans have offered their version of the “Phase Four” economic stimulus and COVID recovery bill. Of particular note to those in the ESOP community, this package of bills does not yet include S. 4236—the bill introduced by Sen. Ron Johnson (R-WI) that would offer grants to companies that create or expand an ESOP.
The package is a first draft and will likely change significantly as both parties work to hammer out an agreement. As currently written, this group of bills would offer the following items.
The package is a first draft and will likely change significantly as both parties work to hammer out an agreement. As currently written, this group of bills would offer the following items.
Jul. 27
S. 4236
Economic Recovery and Investment Through Employee Ownership Program
On July 21, 2020, Senator Ron Johnson (R-WI) introduced S. 4236, a bill to establish a federal grant program to encourage economic recovery through business investment and the creation and expansion of employee stock ownership plans (ESOPs). The bi-partisan bill has been co-sponsored by Senator Tammy Baldwin (D-WI) and was referred to the Senate Committee on Finance.
Economic Recovery and Investment Through Employee Ownership Program
On July 21, 2020, Senator Ron Johnson (R-WI) introduced S. 4236, a bill to establish a federal grant program to encourage economic recovery through business investment and the creation and expansion of employee stock ownership plans (ESOPs). The bi-partisan bill has been co-sponsored by Senator Tammy Baldwin (D-WI) and was referred to the Senate Committee on Finance.
Jul. 21
Tuesday, U.S. Sen. Ron Johnson (R-Wis.), chairman of the Senate Homeland Security and Governmental Affairs Committee, introduced the Temporary Federal ESOP Grant Program Act, legislation to recapitalize businesses as they resume operations by helping them to create or expand an employee stock ownership plan (ESOP).
This is an incredible milestone for the ESOP community. Thank Senator Johnson by clicking this link: https://ctt.ac/0jS3b
Read the full release from Senator Johnson's office below:
This is an incredible milestone for the ESOP community. Thank Senator Johnson by clicking this link: https://ctt.ac/0jS3b
Read the full release from Senator Johnson's office below:
Jul. 17
Virginia sets rules that employers must follow or face penalties; other states could use Virginia's rules as a model.
Jul. 01
Spring meeting recap; The Hub; Featured Member; 2020 ESOP Chapter Awards; Membership Updates; Government Relations Update; Upcoming Events.
Chapter News, Resource
Dec. 31
Recap of the year’s events, including the addition of eight new members, and a look at the Annual Winter Conference and the launch of the new Fall Summit.