ESOP Association Resources

In June, more than 120 ESOP CFOs and their guests gathered in Park City, Utah, for The ESOP Association’s first-ever CFO Summit. This groundbreaking experience brought together ESOP finance leaders from across the country for focused discussions, expert-led panels, and valuable networking opportunities, all designed to tackle the unique challenges faced by CFOs in the current economic climate.

Calling senior ESOP finance leaders: The ESOP Association will convene the first ever annual CFO

Welcome to your March 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.