ESOP Association Resources

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

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

A basic guide summarizing the unique benefits Employee Stock Ownership Plans offer to owners, employees, and communities. This ESOP Brief is available to the public as an informational resource.

This ESOP Brief introduces the concept of opportunity cost and the implications for share price when private companies devote resources to fund repurchase obligations.

How to use convertible preferred stock in an ESOP.

This Brief describes common accounting practices for non-leveraged and leveraged ESOPs.

A broad overview of the unique characteristics and advantages of ESOP financing as compared with conventional debt financing.