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What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
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Featured Event
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This gathering of ESOP Presidents and CEOs offers a one-of-a-kind platform for peer learning, allowing participants to glean valuable strategies from others grappling with similar challenges.
Upcoming events
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The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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- About TEA
What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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The ESOP Association
ESOP Association Resources
Mar. 24
Executive Summary
Mar. 17
It has been decades since we have seen the borrowing climate for deals change so sharply as it has recently outside of a recession. Financing for M&A and private equity transactions deteriorated dramatically through 2022, with third-quarter M&A financing down 70% from the previous quarter and buyout financing during the period less than half that completed in the first quarter.
Mar. 10
Now ends the 2022 ESOP plan year and so begins a new year. With this annual cycle comes a myriad of contrasting economic, market, and other considerations that will influence new and existing ESOP valuations.
Mar. 06
After several weeks of negotiations and sometimes very public political maneuvering, both the U.S. House of Representatives and the U.S. Senate have chosen their respective leaders and committee structures for the 118th Congress. Now that the dust has cleared and the business of Congress has begun, it is critical from an advocacy perspective to understand how ESOPs and the employee ownership community will be affected.
Mar. 03
Recently, more than 60 volunteer leaders from TEA’s State and Regional Chapter Council (SRCC) journeyed to our nation’s capital for two days of strategic planning meetings at TEA headquarters in preparation for a busy 2023.
Dec. 07
The ESOP Association has been working with Congress during this congressional session on bipartisan retirement security legislation. That important legislation – which includes provisions that affect every ESOP and employee ownership in general – is being considered in the final days of the current Congress. If this bill, which was painstakingly negotiated and enjoys broad bipartisan support, doesn’t pass now, the entire legislative process must start over next year.
Employee Owned
Dec. 02
Thank you to the more than 2,000 employee owners and ESOP professionals who attended Employee Owned 2022 at Caesars Palace in Las Vegas!
Sep. 30
During a Congressional hearing held today by the U.S. House Small Business Committee, TEA Immediate Past Chair and Chairman of Eagle Communications, Gary Shorman, discussed the importance of Employee Ownership, the need for quick access to Small Business Administration loans, and the chilling effect of the Department of Labor’s lack of guidance on ESOP formation.
During Shorman’s testimony he asked Congress to:
During Shorman’s testimony he asked Congress to:
Sep. 29
The ESOP Association's Immediate Past Chair, and Chairman of Eagle Broadband, Gary Shorman, will testify at the House Committee on Small Business Hearing on "Empowering Employee Owned Businesses and Cooperatives Through Access to Capital." He will represent the interests of ESOPs and The ESOP Association at the hearing.
From the committee website:
From the committee website:
Sep. 09
Today, President Biden announced strict new mandates from the federal government requiring more than 100 million Americans to be vaccinated or tested weekly for COVID-19. These requirements will impact ESOP companies with more than 100 employees, health care ESOP companies including but not limited to hospitals, dialysis facilities, ambulatory surgical settings, and home health agencies, and ESOPs with government contracts.
Employers with more than 100 Employees
Employers with more than 100 Employees