The ESOP Association
ESOP Association Resources
Dec. 22
Check out all the great information in the December issue of the ESOP Report, available exclusively to members of The ESOP Association!
Dec. 01
Written in partnership with the Colorado Office of Economic Development & International Trade. Originally published in the September 2021 ESOP Report.
Colorado’s economic development organizations and government are coming together to further employee ownership across the state through new legislation.
Colorado’s economic development organizations and government are coming together to further employee ownership across the state through new legislation.
Dec. 01
The ESOP Association and Employee Ownership Foundation have launched a new video series aimed at shedding light on why companies decide to become employee owned, how they initiate their search for information, and the impacts employee ownership has on a business.
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.