EY Study Shows ESOP Participants Fare Much Better

A new study, “Contribution of S ESOPs to Participants’ Retirement Security and Employee-Owner Benefits,” prepared for the Employee-Owned S Corporations of America (

Finance and Valuation at the Annual Conference

I'm hearing from a lot of our member companies that as we start getting a clearer picture of the coming post-pandemic era, their planning horizons are starting to get longer again.

Finding Diverse Candidates for ESOP Boards

Many ESOP companies are looking to diversify their board membership but have a hard time knowing where to look. Board members tend to come from existing networks of CEOs, and tend to be older white males.

Four Paths to Employee Ownership

The NCEO recently published a table that highlights the main characteristics of four types of employee ownership, found in our web article Employee Ownership for Closely Held Companies: ESOPs vs. Equity Grants, Trusts, and Worker Cooperatives.

Get the Most Out of the Fall ESOP Forum

You can get a big picture overview of all things related to making an ESOP company work well at the Fall ESOP Forum, but most people I talk with have one aspect of ESOPs at the top of mind.