The ESOP Association

ESOP Association Resources

May. 25
Welcome to the May Issue of the ESOP Report, with a special feature on our 2022 TEA National Conference. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss! 
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May. 09
The ESOP Association has presented its inaugural Torchlight Award to Colorado Governor Jared Polis for his leadership in advancing employee ownership and employee stock ownership plans (ESOPs) in Colorado.
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May. 06
FOR IMMEDIATE RELEASE

May 6, 2022

 

Cedar Rapids-Based, Folience, Named 2022 ESOP Company of the Year

 
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May. 06
FOR IMMEDIATE RELEASE

May 6, 2022

 

ESOP Association Announces 2022 Employee Owner of the Year

Sarah Limoges of Admix Inc. Earns Highest Individual Honor for Employee Owners

 
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ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
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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.
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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.
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ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Engagement, Vesting, Fitz-Gerald, Bonham, Resource
Feb. 10

New ESOP Association CEO announced.
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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.
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