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:
The ESOP Association
ESOP Association Resources
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.
Jan. 28
The Pennsylvania State house has passed HB 285 which would permit the deferral of taxation on a lump-sum distribution from Employee Stock Ownership Plans (ESOP). The legislation, sponsored by Rep. Daryl Metcalfe (R-Butler), puts the state on par with the rest of the nation and allows certain business owners who sell stock to an Employee Stock Ownership Plan (ESOP) to defer capital gains taxes collected at the sale of the business.
Jan. 27
Welcome to the first ESOP Report of 2022. Each month the ESOP Report is sent to TEA Members to keep them apprised of the latest topics, trends, news, and events in our community.
Jan. 07
January 2022 Hawaii Chapter of The ESOP Association's Name in the Newsletter winner, Chapter Awards, letter from the Chapter President, ESOP Focus & More!
Jan. 05
Looking for a good winter brew? Look no further than these seasonal beers from a few of our favorite ESOP Breweries.