December 2025 ESOP Report
Welcome to your December 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!
The ESOP Association
Professional Development
Playing With House Money: New Lawsuits Fault Fiduciaries for Failing to Gamble With Employer Contributions
A plaintiff-side law firm recently filed seven class action lawsuits challenging the way in which ESOP fiduciaries invest employer contributions held in what is commonly called an ESOP’s other investment account (“OIA”).
July 2025 ESOP Report
Welcome to your July 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!
IRC Section 1042 Administrative Considerations
An ESOP transaction can be structured to bring a significant tax benefit to the selling shareholders.
May / June 2025 ESOP Report
Welcome to your May / June 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!
April 2025 ESOP Report
Welcome to your April 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!
Professional Development: Building a Culture of Ownership at Web Industries
In 2025 Web Industries is celebrating 40 years of employee ownership, 25 of them as a 100% ESOP. Web is a manufacturer with facilities and employee owners in both the US and the EU. We are very intentional about implementing systems and structures for high participation.
March 2025 ESOP Report
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!
How a SWOT Analysis Influences ESOP Valuations
At a recent ESOP Association conference session on valuation issues, an ESOP company executive happened to remark, “Our annual valuation reports have never had a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats).” One may not realize it, but such an analysis can take many forms which are used to assess a company’s risk.
February 2025 ESOP Report
Welcome to your February 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!