The ESOP Association

ESOP Association Resources

Department of Labor, Adequate Consideration
Feb. 12
Daniel Goldstein, President and CEO of Folience, testified on behalf of The ESOP Association before the House Committee on Small Business. Feb. 12, 2020.
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Advocacy, Department of Labor
Feb. 12
TEA member Daniel Goldstein, President and CEO of Folience, testified on behalf of The ESOP Association at a Feb. 12, 2020 hearing of the House Committee on Small Business. Read More >
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Advocacy, Congress, House of Representatives, ESOP Support
Dec. 12
This page lists members of the U.S. House of Representatives and Senate, broken down by state, who have shown their support of ESOPs.  AlabamaHouse
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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.
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ESOP Brief, Distributions, Put Option, Resource
Dec. 20
A guide to the rules surrounding ESOP distributions including an overview of The Put Option.
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ESOP Brief, Fair Market Value, Economic Value, Valuation, Distributions, Repurchase Obligation, Resource
Dec. 19
A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.
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ESOP Brief, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
ESOP participants nearing retirement age have the option, by law, to diversify a portion of their ESOP stock. This ESOP Brief discusses why and how participants may consider this option.
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ESOP Brief, Benefits, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
A broad overview of how ESOPs compare to other employee benefit plans, like 401(k) plans, and what the benefits of ESOPs are to employee owners.
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