NCEO Resources: Transaction Elements of Successful ESOPs

When doing an ESOP transaction, it’s natural to focus on the deal structure, financing, plan rules, valuation, and other steps to crossing the finish line. But there are other steps worth taking early on to ensure the ESOP works well for everyone involved.
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New Data Shows Benefits of Being an Employee-Owner

The latest data from a large nationally representative survey continues to show strong evidence of the direct positive impact of employee ownership at the level of individual workers.
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New Data: The NCEO 2023 Repurchase Obligation Survey

Handling the repurchase obligation is a critical aspect of ESOP planning and administration. To provide the ESOP community with context for how other companies approach their repurchase obligation, the NCEO conducted a survey of ESOP companies in early 2023.
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New ESOP Executive Compensation Survey Data Now Available

The NCEO has surveyed ESOP companies since 2015 on their executive compensation to provide robust and ESOP-specific third-party compensation data. Our 2020 ESOP Executive Compensation survey received 424 valid responses, the largest group in the survey’s history.
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