Resources

It is highly researched and widely known that too much of the country’s capital wealth is concentrated in the hands of too few. Furthermore, Black Americans face greater systemic barriers to building wealth beyond the need for a decent wage. Employee ...
[Read more] about ESOPs Can Help Narrow Racial Wealth Gaps

In our video, learn more about repurchase liability arising from an ESOP and how repurchase liability is handled to protect the corporation.   Transcript Repurchase liability, the obligation of the corporation to buy back the stock ...
[Read more] about How Is Repurchase Liability Handled to Protect the Corporation?

If an ESOP stock is not publicly traded, a qualified independent appraiser is used to determine the fair market value. Watch our video to learn how the value is calculated.   Transcript Both the Internal Revenue Code and ERISA require ...
[Read more] about How Is Fair Market Value of the Stock Determined?

In this video, ESOP attorney Kevin Long explains how an ESOP can be used to refinance outstanding debt.   Transcript An ESOP can refinance outstanding debt using an issuance transaction. Briefly put, if there is outstanding debt ...
[Read more] about How Is an ESOP Used to Refinance Outstanding Debt?

One option for a company to raise capital is by using an ESOP. Watch our video to learn more.   Transcript An ESOP can raise capital by creating what we call an issuance transaction. In that transaction, the company or the ESOP ...
[Read more] about How Is an ESOP Used to Raise Capital?

Homeschooling at the National ESOP Conference? As they say, you should never let a good crisis go to waste. Teaching and learning at home can be an added strain on employees and business owners. However, a well-executed pivot by the National Center ...
[Read more] about Highlights from NCEO Employee Ownership Conference