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- Membership
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.
- Events & Meetings
Featured Event
Registration Open!
With new, groundbreaking research to help strengthen your value proposition, concurrent sessions offering continuing education credits, and lots of networking/social opportunities, Washington DC is the place to be in May!
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
Feb. 24
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss! This month also includes a special report on Cybersecurity preparedness for ESOPs.
Feb. 17
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Feb. 13
In This Issue
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Advocacy
Feb. 10
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Feb. 03
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
Chapter News, Resource
Jul. 30
Recap of the Summer Roundtable Meeting; welcome to our newest members; this month’s featured member; Employee Ownership Month activities; summary of Congressional visits; Wellman wins Membership Recruitment award; Wisconsin chapter wins Membership Development Award; list of upcoming events.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Kristie Marks, Washington Report, Employee Owned, Resource
Jul. 01
News about Employee Owned 2019, the Conference and Trade Show for ESOPs.
ESOP Blog, Resource
Jul. 31
You can never have too many friends in Congress. Politics is inherently changeable, and while it may seem that members of Congress have a job for life, in every session many are replaced—sometimes unexpectedly.
Some announce their retirement while others are defeated in primaries or elections. Some resign for health concerns and some leave for other factors entirely. Whatever the reason, a significant number of elected officials don’t return the following session.
Some announce their retirement while others are defeated in primaries or elections. Some resign for health concerns and some leave for other factors entirely. Whatever the reason, a significant number of elected officials don’t return the following session.
Chapter News, Resource
Jul. 31
Legislative meetings at Annual Conference; legislation update; legislative handouts.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, ESOP PAC, Former Employee
Jul. 01
The ESOP Association takes ESOP advocacy overseas.