Business Details
45 Years
experience
Your Trusted Resource for Employee Ownership
Since 1981, we have been dedicated to advancing employee ownership through comprehensive resources, original research, and expert-led educational programs. Our mission focuses on empowering businesses and professionals with reliable information and tools to implement and sustain employee ownership models. We provide access to technical guidance, best practices, and networking opportunities through live events, publications, and digital resources.Our team operates nationwide, offering tailored support to organizations considering or managing employee ownership structures. With a board representing diverse industry stakeholders, we maintain a commitment to fostering ownership cultures that drive long-term business success. As a 501(c)(3) nonprofit, we rely on membership fees and donations to deliver our services while ensuring all content remains accessible and actionable for our audience.
Services
ESOP Resources
Employee Ownership Research
Training Events
Consulting Services
Industry Publications
Webinars
Networking Groups
Tax Calculators
Document Templates
Annual Conferences
Details
- Year established: 1981
Highlights and features
- We have over 40 years of experience in employee ownership education and advocacy.
- Our team provides original research and data-driven insights on ESOP performance.
- We offer specialized training programs for ESOP administrators and advisors.
- Our nationwide network connects professionals through peer groups and events.
- We maintain rigorous standards for technical accuracy in all published resources.
Services
ESOP Resources
We provide comprehensive technical guidance on employee stock ownership plans, including implementation strategies and compliance requirements. Our resources cover valuation methods, transaction structures, and fiduciary responsibilities. These materials help businesses navigate the complexities of establishing and maintaining ESOPs effectively.
Employee Ownership Research
Our original research analyzes trends in employee ownership through surveys and performance metrics. We publish reports on ESOP company governance, stock valuation patterns, and economic impacts. This data helps stakeholders make evidence-based decisions about ownership models.
Training Events
We offer live seminars and webinars covering ESOP fundamentals and advanced topics. Our programs include certification courses for professionals and leadership training for company executives. These sessions combine expert instruction with peer networking opportunities.
Consulting Services
Our experts provide guidance on specific employee ownership challenges through direct consultation. Services include plan design recommendations and compliance reviews. We help organizations address unique implementation issues with tailored solutions.
Industry Publications
We maintain a collection of publications covering ESOP best practices and regulatory updates. Our library includes case studies, legal digests, and comparative analyses. These resources provide actionable insights for professionals managing employee ownership programs.
Questions
What is employee ownership?
Employee ownership involves workers holding company shares through structures like ESOPs, stock options, or cooperatives to align interests and share in business success.
How do I determine if an ESOP suits my business?
We offer assessment tools and consultations to evaluate your company's readiness for employee ownership, considering financial, cultural, and succession planning factors.
What resources exist for ESOP administrators?
Our members access toolkits covering governance, repurchase obligations, and communication strategies, along with peer networking groups for ESOP professionals.
Do you provide educational programs for professionals?
We offer certification courses, webinars, and conferences covering ESOP fundamentals, advanced implementation techniques, and regulatory compliance.
How can I stay updated on employee ownership trends?
Subscribe to our twice-monthly email bulletin or explore our blog featuring the latest research findings and industry developments.
