ESOP Association Resources

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

A new era begins for Employee Ownership Foundation fundraising.

Employee Ownership Foundation launches new we

Understanding the repurchase obligation and its effect on an ESOP company’s valuation.

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

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.

A pro-ESOP bill is introduced in the Senate.&

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.

How to use convertible preferred stock in an ESOP.

This Brief answers important questions you may have about ESOP stock valuation, including who may value a stock and how valuations occur.