ESOP Association Resources

As Employee Ownership Month approaches in October, The ESOP Association is setting the stage for an impactful Employee Ownership Month (EOM) celebration with the return of its popular Virtual Miniseries.

Welcome to your July issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

A unique thing about ESOP companies is that the trustee is the shareholder of record for the corporation, not the ESOP participants, who are beneficial owners. The trustee is a critical player, but the concept of a trustee can be confusing and unfamiliar to employee-owners.

Let us help you spread the word on employee ownership this October.  

Jeff Mounts, Marketing Manager at ESP International, absolutely loves a certain quote.

In some ways, the benefits of having an ESOP are obvious: Tax benefits for S and C corps probably

Today we kick off Emp

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:

Using opportunity cost to understand the true cost of the repurchase obligation on an ESOP company’s share price.

Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.