ESOP Association Resources

James Bonham, President and CEO of The ESOP Association, has been invited by U.S. Rep. Tim Walberg, Chair of the House Education & Workforce Committee, to provide testimony at a subcommittee hearing titled “Restoring Trust: Enhancing Transparency and Oversight at EBSA.”

As incoming leaders during a transformative time for The ESOP Association, new Board Chair Derrick Vick and Employee Ownership Foundation Chair Peter Ney took center stage at the 2025 National Conference during a candid and insightful conversation with Jim Bonham. Attendees got a closer look at their backgrounds in employee ownership and a glimpse into their vision for the next two years, as they are poised to drive meaningful change across both the Association and the Foundation.

Less than three weeks after being sworn into office, U.S.

A new era begins for Employee Ownership Foundation fundraising.

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 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.

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

A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.