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What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
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Featured Event
Registration Open!
This gathering of ESOP Presidents and CEOs offers a one-of-a-kind platform for peer learning, allowing participants to glean valuable strategies from others grappling with similar challenges.
Upcoming events
- Resources
The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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- About TEA
What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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The ESOP Association
ESOP Association Resources
Jan. 30
Inside this Issue:
Preview of the Upcoming OH/KY Chapter
2023 Spring Conference
Great Lakes Conference Recap
Legislation Update
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Preview of the Upcoming OH/KY Chapter
2023 Spring Conference
Great Lakes Conference Recap
Legislation Update
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
Chapter News
Jan. 26
For the first time since the 1990’s, The ESOP Association Board of Directors has voted to add new Chapters, including an all-new Rocky Mountain Chapter and a re-instated Florida Chapter.
Jan. 26
This month's issue of the ESOP Report includes The ESOP Associations advocacy victories, the expansion of Chapters, and ESOP New Year's resolutions.
ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
ESOP Brief, Repurchase Obligation, Opportunity Cost, New Present Value, Redeem, Recycle, Resource
Feb. 25
Using opportunity cost to understand the true cost of the repurchase obligation on an ESOP company’s share price.
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.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Engagement, Vesting, Fitz-Gerald, Bonham, Resource
Feb. 10
New ESOP Association CEO announced.
Resource, Press Releases
Feb. 07
Washington, DC, February 7, 2019 – The ESOP Association (TEA) announced today that James J. Bonham will assume the role of President and Chief Executive Officer (CEO) on March 1. Founded in 1978, TEA is America’s largest national trade association focused on advancing employee ownership through the Employee Stock Ownership Plan (ESOP) model.
Bonham will also serve as President of the Employee Ownership Foundation, an affiliated non-profit with a mission to encourage, educate, and catalyse new research in support of employee ownership nationwide.
ESOP Blog, Resource
Jun. 26
Why Employee Ownership Was The Right Choice for America
What do Independence Day, ESOPs, and fishing have in common? More than you might think.
During the Revolutionary War, the British attempted to wipe out America’s Cod fleet because it was a critical part of our economy and a source of able hands for America’s growing Navy. Those efforts left the industry crippled for years after the last musket was fired in Yorktown.
What do Independence Day, ESOPs, and fishing have in common? More than you might think.
During the Revolutionary War, the British attempted to wipe out America’s Cod fleet because it was a critical part of our economy and a source of able hands for America’s growing Navy. Those efforts left the industry crippled for years after the last musket was fired in Yorktown.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, C Corporations, AACE Winners, Annual Conference
Jun. 01
The Annual Conference confirms that we are all Better Together.