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.
The ESOP Association
ESOP Association Resources
May. 19
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.
May. 19
Inaugural Public Policy Council Appointed
Group Will Help Lead Employee Ownership Policy at The ESOP Association
May 18, 2021, Washington, D.C. – The ESOP Association’s Board of Directors is proud to announce the inaugural members of its Public Policy Council (PPC), led by Executive Committee Chair Peter Ney of EA Engineering and eight other members of the of the Executive Committee.
May. 05
Seeking to ride a wave of retiring business owners and the rising attention being given to employee ownership as a solution for wealth and income disparities, The ESOP Association is making a multi-year, multi-million dollar investment into government relations and public awareness.
May. 03
Inside the May issue of the ESOP Report, you can read about the latest updates on the sessions, advocacy training, and sponsorship opportunities at the TEA National 2021 Conference; how ESOPs help close the wealth inequality gap; new and departing TEA Board members; new Chairs for four of the Advisory Committees; new TEA staff and a restructuring of our advocacy and communications areas; and more!
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.
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.
Bonham will also serve as President of the Employee Ownership Foundation, an affiliated non-profit with a mission to encourage, educate, and catalyse new research in support of employee ownership nationwide.