ESOP Association Resources

A plaintiff-side law firm recently filed seven class action lawsuits challenging the way in which ESOP fiduciaries invest employer contributions held in what is commonly called an ESOP’s other investment account (“OIA”).

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!

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

As incoming leaders during a transformative time for The ESOP Association, new Board Chair Derrick Vick and Employee Ownership Foundation Chair Peter Ney took center stage at the 2025 National Conference during a candid and insightful conversation with Jim Bonham. Attendees got a closer look at their backgrounds in employee ownership and a glimpse into their vision for the next two years, as they are poised to drive meaningful change across both the Association and the Foundation.

Welcome to your May / June 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!

Welcome to your April 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!

In 2025 Web Industries is celebrating 40 years of employee ownership, 25 of them as a 100% ESOP.

Welcome to your March 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!

At a recent ESOP Association conference session on valuation issues, an ESOP company executive happened to remark, “Our annual valuation reports have never had a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats).” One may not realize it, but such an analysis can take many forms which are used to assess a company’s risk.

Welcome to your February 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!