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For those of a certain age (like me), Sears was the Amazon of its day. You could get almost anything but food in a Sears catalogue, and its stores were ubiquitous. My first house in the San Francisco Bay area was built in 1906 with plans from Sears. Early in his life my dad sold shoes for Sears.

The Department of Labor has made it clear in its various process agreements with ESOP fiduciaries that it wants ESOP companies to be more prudent in how they prepare forecasts for appraisals.

Fifty-seven percent of ESOP company boards have a compensation committee, increasingly made up in part or entirely by outside directors. What should these committees be doing to make sure compensation is handled appropriately?

Making employee ownership thrive includes increasing the number of employee-owners. As part of our mission, we produce events and disseminate information about establishing ESOPs to businesses across the U.S. We are announcing "Who Should Own Your Business After You?," a feasibility meeting series.

It is more important than ever to attend our annual Employee Ownership Conference.

In a press release issued on April 30, the Department of Labor (DOL) announced that it had reached an agreement with Wilmington Trust "to pay a combined $80 million to 21 employee stock ownership plans (ESOPs) for which it serv

ESOP companies shared their celebrations throughout Employee Ownership Month.

Wisconsin Assembly Bill 1217 would have provided that the “Wisconsin Economic Development Corporation may certify a business to claim a nonrefundable income tax credit for an amount equal to 70 percent of costs rela

The ESOP Finance Working Group started as a small group of members that met at the 2021 Employee Ownership Conference.

An excellent article in the Wall Street Journal on August 5 discussed how research consistently shows that people of color are much less likely to accumulate equity in their companies than other workers.