ESOP Association Resources

With tariffs (and threats of tariffs), an uncertain tax outlook, and volatile economic forecasts driving national news, the CEO Summit is the only event for Presidents and CEOs to learn more about and address these challenges, and many more.

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!

A basic guide summarizing the unique benefits Employee Stock Ownership Plans offer to owners, employees, and communities. This ESOP Brief is available to the public as an informational resource.

How to use convertible preferred stock in an ESOP.

This Brief describes common accounting practices for non-leveraged and leveraged ESOPs.

A broad overview of the unique characteristics and advantages of ESOP financing as compared with conventional debt financing.