Find Your Resource

A practical, up-to-date guide for board members in ESOP companies that discusses crucial issues and best practices.

Discusses corporate governance in ESOP companies.

Employee ownership trusts (EOTs) are an increasingly common way for sellers of closely held companies to transition out of ownership.

Essays and survey results on the ESOP repurchase obligation and how companies deal with it.

Discusses the issues that arise when a company sponsors both an employee stock ownership plan (ESOP) and a 401(k) plan.

An essential book presenting best practices in developing new leaders and succession planning.

Essays and new survey data on the issues surrounding executive and director compensation in ESOP companies.

Describes the basics of accounting for leveraged ESOP transactions, including examples, for the benefit of every user of financial statements.

An innovative book written to teach inside ESOP trustees, company leaders, board members, and others how ESOP valuation works, how control is treated nowadays, how to read and understand a valuation report, and how to select an appraiser.

An essential resource for any inside fiduciary at an ESOP company, this book is meant to provide an overview of life as an inside ESOP fiduciary. It alerts the reader to the key issues, including ESOP basics, fiduciary issues, valuation scenarios fiduciaries may face, working with appraisers, board-trustee interactions, and fiduciary insurance.