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The ESOP Association

ESOP Association Resources

Apr. 22
The ESOP Association Statement of Support for Bipartisan House “Golden-preneurship Act”
On behalf of the more than 10.6 million American employee-owners with an ownership interest in an Employee Stock Ownership Plan (ESOP) company, The ESOP Association applauds Representative Young Kim of California, along with Reps. Jason Crow of Colorado, Dean Phillips of Minnesota, and Elise Stefanik of New York, for introducing a bipartisan “Golden-preneurship Act” in the House.
Apr. 05
House Education and Labor Committee Passes Retirement Security Package
Includes Employee Ownership and Business Succession Provisions
Apr. 01
Rep. Lucy McBath Introduces the Protecting America’s Retirement Security Act
Includes Employee Ownership and Participation Initiative at US Department of Labor
ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
ESOP Brief #25 - Integrated Relationships of ESOP Repurchase Obligation and Valuation
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
ESOP Brief #27 - A Framework for Understanding the Impact of Repurchase Obligation on Share Price
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
ESOP Brief #28 - Valuing Synthetic Equity
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.