The ESOP Association
ESOP Association Resources
May. 02
Over the past few months, The ESOP Association has been conducting an expansive market research study looking into attitudes toward ESOPs and employee ownership. Our goal for this ambitious project is to help ESOPs and professional service providers gain an edge in both internal and external communications through data-driven messaging that resonates with target audiences. We are just now starting to receive and analyze the results from this first-of-its-kind study, and we will release the initial findings and key takeaways at next week’s National Conference in Washington, DC.
May. 01
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!
Inside this issue:
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
Inside this issue:
Mar. 31
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!
As a benefit of your membership, you receive the ESOP Report in your inbox each month. Make sure to share with your colleagues and employee owners!
Inside this issue:
As a benefit of your membership, you receive the ESOP Report in your inbox each month. Make sure to share with your colleagues and employee owners!
Inside this issue:
Mar. 24
Executive Summary
Mar. 17
It has been decades since we have seen the borrowing climate for deals change so sharply as it has recently outside of a recession. Financing for M&A and private equity transactions deteriorated dramatically through 2022, with third-quarter M&A financing down 70% from the previous quarter and buyout financing during the period less than half that completed in the first quarter.
Mar. 10
Now ends the 2022 ESOP plan year and so begins a new year. With this annual cycle comes a myriad of contrasting economic, market, and other considerations that will influence new and existing ESOP valuations.
Mar. 06
After several weeks of negotiations and sometimes very public political maneuvering, both the U.S. House of Representatives and the U.S. Senate have chosen their respective leaders and committee structures for the 118th Congress. Now that the dust has cleared and the business of Congress has begun, it is critical from an advocacy perspective to understand how ESOPs and the employee ownership community will be affected.
Mar. 03
Recently, more than 60 volunteer leaders from TEA’s State and Regional Chapter Council (SRCC) journeyed to our nation’s capital for two days of strategic planning meetings at TEA headquarters in preparation for a busy 2023.
Chapter News, Resource
Jan. 31
Review of 2017 government relations efforts.
ESOP Blog, Resource
Jan. 31
I am hearing increasingly from certain thought leaders that current ESOP laws do not create “good” employee ownership plans.
Anytime we ESOP advocates encounter someone who takes such a view of ESOPs, we need to ask ourselves, “Why does that person think ESOPs are not good employee ownership plans?” When we know the answer, we can counter the ESOP cynic’s point of view.
In my experience, there are three main criticisms of ESOPs. I’ll deal with each one in a separate blog post.
The first criticism maintains that ESOPs are bad retirement plans.
Anytime we ESOP advocates encounter someone who takes such a view of ESOPs, we need to ask ourselves, “Why does that person think ESOPs are not good employee ownership plans?” When we know the answer, we can counter the ESOP cynic’s point of view.
In my experience, there are three main criticisms of ESOPs. I’ll deal with each one in a separate blog post.
The first criticism maintains that ESOPs are bad retirement plans.