The Power of Telling Your Story
It’s a refrain that’s worth repeating: the strength of employee ownership isn’t in valuation methodologies, repurchase obligation studies, succession plans, or finance terms. It’s not found in plan ...
ESOP Survey
EO RESOURCE
Looking at everything from how well employee-owners at your company understand employee ownership to whether or not they have the tools, skills, and information to act like owners (and more), the Ownership Culture Survey gives you the tools to measure your employee ownership culture effectively. Assess your ownership culture's strengths and weaknesses, measure progress over time, set concrete goals, and focus your energy where you'll get the greatest payoff.
Become an NCEO member to access countless resources and benefits that help you navigate employee ownership. Whether you're considering a transition to employee ownership, administering an existing plan, or providing services in the field, NCEO membership connects you to essential resources and a vibrant community.
It’s a refrain that’s worth repeating: the strength of employee ownership isn’t in valuation methodologies, repurchase obligation studies, succession plans, or finance terms. It’s not found in plan ...
CEO succession planning is one of the most important responsibilities of an ESOP board of directors. But how prepared is your board for a transition you don’t see coming?
A new report by Matt Helmer of the Aspen Institute, Employee Ownership: An Economic and Workforce Development Strategy for State and Local Governments, provides a comprehensive look at how state and ...
The Massachusetts Center for Employee Ownership, part of the Massachusetts Office of Business Development, now offers partial stipends for pre-conversion technical assistance to explore or structure ...
Bill would provide outreach support and feasibility funding On a 48-1 vote on October 5, the Pennsylvania Senate passed Senate Bill 478. The bill establishes an Office of Employee Ownership in the ...
Explore why growing ESOPs need a talent strategy that directly supports their business strategy.
ESOP Acquisition-Road Tested Strategies
Service providers will come away with concrete tools to help clients strengthen their ESOP forecasting process.
Employee ownership is a term for any arrangement in which a company’s employees own shares in their company or the right to the value of shares in their company. Employee ownership is a broad concept that can take many forms, ranging from simple grants of shares to highly structured plans. The most common form of employee ownership in the U.S. is the employee stock ownership plan (ESOP), a highly tax-advantaged plan in which employees own shares through a trust funded by the company. Other forms of employee ownership include stock options, stock grants, synthetic equity (granting the right to the value of shares but not the shares themselves), worker cooperatives, and employee ownership trusts.
If you wonder if employee ownership might be a good fit for your company, learn more about its different forms in our free booklet Who Should Own Your Business After You?. If you already know an ESOP is the most likely candidate, our prefeasibility toolkit and tax advantage calculator can help you decide next steps. For other forms of employee ownership, visit this table for a side-by-side comparison.
The NCEO and the employee ownership community can help you make the most of your ESOP. Our resource toolkits are a good place to start to learn about best practices in corporate governance, repurchase obligation, financing, and more. You can also use our readymade communications resources and join peer networking groups or leadership cohorts.
We answer common questions about being a participant in an ESOP or you can learn why you might want to work at an employee-owned company. We can also help if you are curious about what the research says or if you are looking for readymade resources to help communicate employee ownership to your coworkers.
If you are already working with employee-owned companies, our toolkits and communications resources can help you support your clients, and our publications and live and online events can keep your knowledge current (and provide continuing education credits!). If you want to learn about the field, start with What is Employee Ownership? or our ESOP prefeasibility toolkit.