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.
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.
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
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.
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.
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.
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.