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The ESOP Association

ESOP Association Resources

ESOP Report, Legal Update, Ownership Advantage, Foundation, EOF, Valuation, Resource
Nov. 01
A new era begins for Employee Ownership Foundation fundraising.
Employee Ownership, Culture
Oct. 30
Editor’s Note: As part of this year’s Employee Ownership Month celebration, we asked our members to share, in their own words, what being an employer means to them.
By Leila Castañeda, Strategic Initiatives Manager, Rincon Technology, Inc.
When I first interviewed for the position at Rincon Technology, I was asked to describe the life I always wanted to live; it was a question I had never been asked before by a potential employer. My shoulders and expression relaxed. Lost in thought, contemplating the request, I responded: “freedom.”
ESOP Blog, Employee Ownership, Employee Ownership Foundation, GSS Research, ESOP Research, Rutgers University, Culture, Resource
Jun. 13
It’s no surprise that Americans disagree about a lot of things….
Just try getting consensus on a group of people’s preference for cats or dogs, pie flavors or person most likely to take the Iron Throne in Game of Thrones. Close to impossible.
ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
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.
ESOP Report, Legal Update, Ownership Advantage, Washington Report, Wealth Distribution, Valuation, Social Media, Plan Records, Resource
Jan. 01

A pro-ESOP bill is introduced in the Senate.  

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, Valuation, Adequate Consideration, Resource
Dec. 19
This Brief answers important questions you may have about ESOP stock valuation, including who may value a stock and how valuations occur.
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, Policy, Employee Ownership, Resource
Dec. 17
An overview of why employee ownership should be a part of national public policy. This is a must-read for executives, owners, and anyone with a stake in the employee ownership community.