Employee owned businesses are 6.2 times more likely to keep employees on the job that conventionally owned companies. Fewer layoffs from employee owned businesses translates into incredible financial security for individuals and savings of billions of dollars for the federal government.
The ESOP Association
ESOP Association Resources
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.
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.
ESOPS, Employee Ownership Basics, Employee Resources, ESOPS Succession Planning
Jun. 20
An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan authorized and encouraged by federal tax and pension laws. Unlike most retirement plans, ESOPs:
ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
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.
ESOP Brief, Repurchase Obligation, Resource
Dec. 20
Both S corporation and C corporation ESOP companies must be prepared to pay cash equal in value to stock in a participant’s account, per ERISA distributions rules.
ESOP Brief, Repurchase Obligation, Redeem, Recycle, Opportunity Cost, Resource
Dec. 20
This ESOP Brief introduces the concept of opportunity cost and the implications for share price when private companies devote resources to fund repurchase obligations.
ESOP Brief, Repurchase Obligation, Valuation, Recycle, Redeem, Resource
Dec. 20
This ESOP Brief explains how an ESOP company’s repurchase obligation should be understood and managed, and how the repurchase obligation associated with the ESOP should be reflected in the valuation.
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.
ESOP Brief, ESOP Plan Design, Repurchase Obligation, Resource
Dec. 17
A summary of the key steps involved in designing and implementing an ESOP for a privately held company.