ESOP Association Resources

If you couldn’t join us in Washington, DC for The ESOP Association’s National Conference in May,

Welcome to your May / June 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!

Welcome to your April 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!

The ESOP Association’s 2025 National Conference is right around the corner!

A new era begins for Employee Ownership Foundation fundraising.

Understanding the repurchase obligation and its effect on an ESOP company’s valuation.

Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.

A pro-ESOP bill is introduced in the Senate.&

This ESOP Brief explains how an ESOP company’s repurchase obligation should be understood and managed, and how the repurchase obligation associated with the ESOP should be reflected in the valuation.

This Brief answers important questions you may have about ESOP stock valuation, including who may value a stock and how valuations occur.