See a recap of the recently concluded ESOP 2020 conference, read about the ESOP champions in Congress we helped return to office and those who won't be back in 2021, learn how resent survey results will make our advocacy efforts easier, and more in this issue of the ESOP Report. Plus, get the new mailing address for The ESOP Association and the Employee Ownership Foundation.
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.
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.
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.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Engagement, Vesting, Fitz-Gerald, Bonham, Resource
Feb. 10
New ESOP Association CEO announced.