The ESOP Association

ESOP Association Resources

Employee Owned
Dec. 02
Thank you to the more than 2,000 employee owners and ESOP professionals who attended Employee Owned 2022 at Caesars Palace in Las Vegas!
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Ownership Advantage, Legal Update, Congressional Testimony, Daniel Goldstein, House testimony, Sen. Sanders, ESOP Insurance, Redeem, Recycle
Feb. 27
Member Daniel Goldstein testifies before Congress on behalf of The ESOP Association, saying regulations and help with loans must be addressed now.
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ESOP Blog, Employee Training, Culture, Employee Ownership Foundation, ESOP Research, Program Research, Resource
Oct. 07
Providing training to employees helps keep their skills sharp and can lead to improved productivity. It also shows a commitment to employee growth and development that may pay additional dividends, including potentially having a positive effect on employee retention.
191
ESOP Blog, ESOP Benefits, Retirement Benefits, Employee Ownership Foundation, Employee Ownership Basics, Employee Training, Employee Ownership Month, Resource
Oct. 01
Today we kick off Employee Ownership Month, a month-long celebration of ESOPs and an opportunity to educate the world about the benefits employee ownership offers to employees and businesses alike.

It’s a celebration that takes a month to complete because there is that much to like—even, love—about ESOPs. And it is all backed up with data—much of it courtesy of the Employee Ownership Foundation and those who support it.
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ESOP Report, Legal Update, Ownership Advantage, President's Corner, Kristie Marks, Washington Report, Employee Owned, Resource
Jul. 01

News about Employee Owned 2019, the Conference and Trade Show for ESOPs.  
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ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
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ESOP Brief, Repurchase Obligation, Opportunity Cost, New Present Value, Redeem, Recycle, Resource
Feb. 25
Using opportunity cost to understand the true cost of the repurchase obligation on an ESOP company’s share price.
175
ESOP Brief, Synthetic Equity, Warrants, Options, Valuation, Resource
Feb. 25
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.
176
Resource, ESOP Brief, ESOP Benefits, Succession Planning, Tax Benefits, Financing, Leveraged ESOP, Diversification
Jan. 29
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.
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ESOP Brief, Dividends, 404(k), Resource
Dec. 20
There are various tax incentives to encourage companies to consider an ESOP. This Brief discusses an employer’s ability to use tax deductible funds to service ESOP debt and the advantages of deductible cash dividends.
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