The ESOP Association

ESOP Association Resources

Ownership Advantage, Legal Update, Washington Report, Jodi Lamb, Kevin Korenthal, ESOP Contributions, Allocations, Nydia Velazquez, ESOP PAC, SRCC Meeting
Jan. 30
ESOP Association makes a strategic investment in chapter support. 
582
ESOP Report, Legal Update, Ownership Advantage, Foundation, EOF, Valuation, Resource
Nov. 01
A new era begins for Employee Ownership Foundation fundraising.
177
ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
174
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.
176
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.  
187
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.
171
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.
159
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.
161
ESOP Report, Resource, Legal Update, Ownership Advantage, PBGC, Washington Report, ESOP PAC, Valuation, Lifetouch, Culture, AACE
Dec. 01
Deadlines loom for AACE and EOM Poster competitions.
317
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, Economic Performance Survey, Valuation, Insufficient Assets, Employee Ownership Month
Nov. 01
Members of The ESOP Association and the public show even greater interest in celebrating Employee Ownership Month.
316