The ESOP Association

ESOP Association Resources

Mar. 31
The U.S. House of Representatives passed H.R. 2954, the Securing A Strong Retirement Act (SECURE 2.0) by a massive bi-partisan majority of 414 to 5.  Included in the House-passed version are two provisions that will assist Employee Stock Ownership Plans (ESOPs) or business owners seeking to establish them.
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Mar. 29
Certain factors are likely to garner high levels of attention from valuation advisors. Whether you’re an employee-owner, a key decision maker, an ESOP trustee, or an ESOP advisor, you can expect to see increased emphasis on the following six major themes during this valuation update cycle
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Mar. 22
One of the largest projects of the year for your Association is just that – building A New Policy Agenda and making our plans to see it through.
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Mar. 11
Yesterday the House of Representatives passed H.R. 2471, an omnibus spending bill consisting of all 12 fiscal year 2022 appropriations bills and supplemental funding to support Ukraine. 

Late last evening, in less than 48 hours after the final text was unveiled, the Senate passed this spending package that will fund the federal government through September 2022. The funding package now heads to the White House for President Biden’s signature.

Most importantly for TEA members, the bill includes some wins for employee ownership.

 
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Mar. 10
On March 9th, the House passed H.R. 2471, an approximately $1.5 trillion omnibus spending bill consisting of all 12 fiscal year 2022 appropriations bills plus supplemental funding of $14 billion to support Ukraine and other measures.  The legislation passed in two pieces with two votes, each of which had bipartisan support. The Senate is expected to act and pass the bill before week’s end.  Most importantly for TEA members, the bill includes some wins for employee ownership.
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Mar. 08
Advocacy Academy, ESOP Advocacy Day, New Town Halls, High Impact Keynote Speakers, and 60+ Learning Sessions. Virtual and In-Person!
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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.
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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. 
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Congressional Testimony
Feb. 10
On Feb. 12, ESOP Association member Daniel Goldstein will testify before the House Committee on Small Business on behalf of The Association and the 10.6 million employee owners in the U.S. - Read More >
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