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The Employee Ownership Action Network (EOAN) is a free-to-join, grassroots advocacy movement for anyone with a stake in ensuring employee ownership continues to grow and thrive in the US.
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-David Kelly, CFO at Acadian Ambulance Service Inc.
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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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ESOP Association Resources
Aug. 28
Welcome to your August issue of the 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 we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
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Aug. 23
Inside this issue
Recap of TEA National Conference 2024 - Advocacy Day
Palmer-Donavin - Chapter Company of the Year
Cinnamon King- Chapter Employee- Owner of the Year
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Read the full issue >>
Recap of TEA National Conference 2024 - Advocacy Day
Palmer-Donavin - Chapter Company of the Year
Cinnamon King- Chapter Employee- Owner of the Year
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Read the full issue >>
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Aug. 02
The Senate Committee on Appropriations has passed several provisions that support employee ownership and ESOPs in the Fiscal 2025 Financial Services and General Government Appropriations bill. All three provisions were included in the Small Business Administration (SBA) portion of the Appropriations Committee report accompanying the bill text, which provides instruction and direction from Congress to Federal agencies about their budget, goals, and initiatives. The full Committee approved the funding package in a unanimous 27-0 vote.
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Aug. 01
The Senate Committee on Appropriations has directed $2 million to fund the grant program of the Department of Labor’s Employee Ownership Initiative in the Fiscal 2025 Labor, Health and Human Services, Education, and Related Agencies Appropriations bill. The full Committee approved the funding package on a strongly bipartisan 25-3 vote.
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Jul. 31
Welcome to your July Issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
Inside this issue:
Inside this issue:
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Jul. 31
On a very strong 24-2 bipartisan vote, the Senate Appropriations Committee has passed the Labor, Health and Human Services, Education and Related Agencies Appropriations Bill for the 2024 Fiscal Year that begins October 1. As one of 12 annual spending bills Congress must pass before the end of September, this is the initial step in funding the U.S. Department of Labor for the next year.
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Jul. 27
Tenth Circuit Addresses Validity of Individual Arbitration Provision Barring Plan-wide Relief in ESOP Transaction Case
The U.S. Court of Appeals for the Tenth Circuit recently affirmed the denial of a motion to compel arbitration in a putative class action lawsuit involving stock overvaluation. The case, Harrison v. Envision Management Holding, Inc. Board of Directors (No. 22-1098, Feb.
The U.S. Court of Appeals for the Tenth Circuit recently affirmed the denial of a motion to compel arbitration in a putative class action lawsuit involving stock overvaluation. The case, Harrison v. Envision Management Holding, Inc. Board of Directors (No. 22-1098, Feb.
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Jul. 26
It's a party for our second TEA IA/NE Chapter Chat episode!
Host Emily Burds (Rayser Holdings) brings together some chapter friends to discuss their experience at the 2023 ESOP Association National Conference in Washington, D.C., back in May.
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Jul. 25
Summer may be here, but there’s no vacation for TEA’s Chapter teams! We’re continuing to be all about education, as hundreds of TEA members participated in 18 Chapter events held throughout the nation in the month of June. And it’s going to be a busy summer, with ten more TEA Chapter events being offered in July and August. We’ve got Roundtables, ESOPortunity events, multi-track meetings, and golf outings planned, so please be sure to check the latest calendar and join an event near you!
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Jul. 24
Inside this Issue:
Recap of TEA National Conference
CTL Engineering, Inc. - National Company of the Year
Juston Belcher - Chapter Employee-Owner of the Year
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Read the Newsletter Here >>
Recap of TEA National Conference
CTL Engineering, Inc. - National Company of the Year
Juston Belcher - Chapter Employee-Owner of the Year
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Read the Newsletter Here >>
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