The ESOP Association

ESOP Association Resources

ESOP Report, Legal Update, Ownership Advantage, Foundation, EOF, Valuation, Resource
Nov. 01
A new era begins for Employee Ownership Foundation fundraising.
177
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Trustee Idemnification, Advocacy, ESOP Audits, National Conference, Resource
Jun. 01

A recap of the 2019 National Conference in Washington, DC.  
182
ESOP Blog, Culture, Communications, National Conference, Keynote, Resource
Apr. 24
Frank Luntz, a world-renowned expert on business communication and political trends, will offer his unique insights on communicating in an employee owner setting at the National Conference in May.


196
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Distribution Delays, Constellis, Advocacy, National Conference, Resource
Apr. 01
Frank Luntz to provide insights on communicating in an employee owner environment in keynote remarks at National Conference.
184
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Arbitration, National Conference, Resource
Mar. 01
National Conference offers great content for members of ESOP committees.
185
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