ESOP Association Resources

A plaintiff-side law firm recently filed seven class action lawsuits challenging the way in which ESOP fiduciaries invest employer contributions held in what is commonly called an ESOP’s other investment account (“OIA”).

Welcome to your July issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

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

Welcome to your May / June issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

Welcome to your April issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

In 2025 Web Industries is celebrating 40 years of employee ownership, 25 of them as a 100% ESOP.

Welcome to your March issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

At a recent ESOP Association conference session on valuation issues, an ESOP company executive happened to remark, “Our annual valuation reports have never had a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats).” One may not realize it, but such an analysis can take many forms which are used to assess a company’s risk.

Welcome to your February issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

A unique thing about ESOP companies is that the trustee is the shareholder of record for the corporation, not the ESOP participants, who are beneficial owners. The trustee is a critical player, but the concept of a trustee can be confusing and unfamiliar to employee-owners.