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Writing in the Detroit Free Press on November 12, John Gallagher's article Silver Tsunami: Retirements put boomer-own

A company profile of HDR, a 10,000-employee engineering and architecture firms headquartered in Colorado Springs, contains two quotes to share.

According to a survey of the Inc. magazine 500, the fastest-growing 500 closely held companies in the U.S., sharing ownership is an important part of this entrepreneurial group's culture. Twenty-eight percent offer an ESOP and 26% offer stock options to all full-time employees.

A common perception that data on how well closely held companies perform is hard to obtain is more myth than reality. But it can be hard to know where to find it. Inc.

Every year, my colleagues and I at Chartwell look forward to the NCEO's events, and this year's Fall ESOP Forum is no different. We couldn't be more excited to finally reconnect with all of our ESOP friends at this year's Forum.

Companies in the Employee Ownership Index (EOI) published by Field Fisher Waterhouse LLP have outperformed FTSE All-Share index companies each year by, on average, 10%. Over successive three-year periods they have outperformed by 41% and over successive five-year periods by 78%.

The Indian Security and Exchange Board issued a new rule that will prohibit the sale of employee stock options on secondary markets.

India's Department of Industrial Policy and Promotion has proposed that equity compensation plans be taxed when the shares are sold and that the capital gains holding period be reduced from the current period of 24 months.

India's government has announced that it will eliminate the fringe benefit tax (FBT) on equity awards retroactive to April 1, 2009.

Options and other kinds of equity plans have been very common in the Indian technology sector. A number of other companies offer the plans as well, but not as commonly. Over the years, the number of companies granting equity awards broadly has moved up and down fairly dramatically.