ESOP Association Resources

An ESOP transaction can be structured to bring a significant tax benefit to the selling sharehold

Employee Ownership Foundation launches new we

Frank Luntz to provide insights on communicating in an employee owner environment in keynote remarks at National Conference.

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.

A guide to the rules surrounding ESOP distributions including an overview of The Put Option.

How to use convertible preferred stock in an ESOP.

A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.

This Brief describes common accounting practices for non-leveraged and leveraged ESOPs.

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.

A broad overview of the unique characteristics and advantages of ESOP financing as compared with conventional debt financing.