The ESOP Association

ESOP Association Resources

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, President's Corner, Washington Report, Engagement, Vesting, Fitz-Gerald, Bonham, Resource
Feb. 10

New ESOP Association CEO announced.
186
ESOP Brief, Leveraged ESOPs, Convertible Stock, Financing, Resource
Dec. 20
How to use convertible preferred stock in an ESOP.
172
ESOP Brief, Leveraged ESOPs, Non-leveraged ESOPs, Financing, Resource
Dec. 19
This Brief describes common accounting practices for non-leveraged and leveraged ESOPs.
162
ESOP Brief, Tax Benefits, Leveraged ESOPs, ESOP Financing, Resource
Dec. 17
A broad overview of the unique characteristics and advantages of ESOP financing as compared with conventional debt financing.
146
ESOP Brief, KSOPs, 401(k), Resource
Dec. 17
A summary of how ESOPs and 401(k) plans can work together to benefit the employee owner and the employer.
150
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, ESOP Communication Committee, Fitz-Gerald
May. 01
One ESOP bill passes in the House, another is introduced in the Senate. 
309