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 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.

A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.

Deadlines loom for AACE and EOM Poster competitions.