The ESOP Association

ESOP Association Resources

Ownership Advantage, Legal Update, Congressional Testimony, Daniel Goldstein, House testimony, Sen. Sanders, ESOP Insurance, Redeem, Recycle
Feb. 27
ESOP Report March 2020
Member Daniel Goldstein testifies before Congress on behalf of The ESOP Association, saying regulations and help with loans must be addressed now.
605
ESOP Brief, Synthetic Equity, Warrants, Options, Valuation, Resource
Feb. 25
ESOP Brief #28 - Valuing Synthetic Equity
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.
176
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Engagement, Vesting, Fitz-Gerald, Bonham, Resource
Feb. 10
ESOP Report February 2019

New ESOP Association CEO announced.
186
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.
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, ESOP Communication Committee, Fitz-Gerald
May. 01
ESOP Report May 2018
One ESOP bill passes in the House, another is introduced in the Senate. 
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