PUBLICATION

Warrants in ESOP Transactions

Describes how warrants are used in leveraged ESOP transactions, plus key corporate finance and federal tax considerations.
PUBLICATION

An Ownership Tale

How to move from being a company of employees to a company of owners.
PUBLICATION

Lessons from Recent ESOP Litigation

A fresh look at what we can learn from trends in ESOP litigation in the last few years. Are you a member? Login now. Not a member? Join us!
PUBLICATION

Don't Do That with Your ESOP!

True stories illustrating common mistakes in implementing and operating an ESOP and what to do about them.
PUBLICATION

Sustainable ESOPs

Discusses how to remain successfully employee-owned for the long term.
Blog Post January 11, 2022

The 2022 National ESOP Database Is Now Available

The 2022 ESOP database is now available, containing comprehensive information about every ESOP in the US. This database breaks out privately held and publicly traded ESOPs, and includes the age of the ESOP, number of participants, total plan assets, and more.