The ESOP Association

ESOP Association Resources

ESOP Surveys, Economic Performance Survey, Revenue, Profits, Productivity, ESOPs Share the Wealth, Resource
Oct. 17
2019 Economic Performance Survey
The Economic Performance Survey has been the yardstick for measuring the success of The ESOP Association’s member companies since 2000.
335
ESOP Brief, Leveraged ESOPs, Convertible Stock, Financing, Resource
Dec. 20
ESOP Brief #23 - Convertible Preferred Stock & ESOPs
How to use convertible preferred stock in an ESOP.
172
ESOP Brief, Fair Market Value, Economic Value, Valuation, Distributions, Repurchase Obligation, Resource
Dec. 19
ESOP Brief #15 - Valuation Issues for S Corps
A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.
161
ESOP Brief, Tax Benefits, 1042, Dividends, Why Sell to an ESOP, Resource
Dec. 17
ESOP Brief #4 - The ESOP Tax-Free Rollover
A summary of the mechanics and rules of the tax-free 1042 rollover and related matters.
145