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The ESOP Association

ESOP Association Resources

Feb. 24
February 2023 ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss! This month also includes a special report on Cybersecurity preparedness for ESOPs.
Feb. 17
New U.S. Treasury Department Program
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Feb. 13
Mid-Atlantic / Carolinas February 2023 Newsletter
In This Issue
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Advocacy
Feb. 10
The ESOP Community’s New Year’s Resolution: Double Down on Advocacy
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Feb. 03
Federal Appeals Court Sides With ESOP on Key Valuation Case
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
Jul. 29
July 2022 ESOP Report
Welcome to the July issue of the ESOP Report. This month we feature a lot of information about employee engagement, growing a culture, and resources to help your ESOP.
Jul. 21
Congress Takes Concrete Steps to Support Employee Ownership
Yesterday the House of Representatives passed H.R. 8294, a package of six fiscal year 2023 federal appropriations bills. The six-bill package includes the FY 2023 Financial Services and General Government funding bill, whose related agencies like the Small Business Administration have regulatory oversight of some ESOP-related issues, and which includes provisions that will directly impact ESOPs and employee ownership in America.
Mar. 31
SECURE Act 2.0 Passes House: Includes Provisions Benefitting ESOPs
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.
Mar. 30
March 2022 ESOP Report
Don't miss this exciting edition of The ESOP Report.
Mar. 29
Valuation Updates in a Post-Pandemic Economy
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