In January 2026, the U.S. Department of Labor released its long-awaited Employee Ownership Initiative Report to Congress, fulfilling its mandate under the WORK provisions of SECURE 2.0. Unlike prior federal commentary on employee ownership, this report does more than celebrate ESOP growth. It formally establishes a new institutional framework inside the Department of Labor —…
Legacy Utility CEO shares why he chose an ESOP over private equity, pairing EOS with employee ownership to drive long-term growth and alignment.
Discover how ESOP employee ownership shapes culture, engagement, and long-term wealth building in Boot Camp Part 10.
Explore what happens after an ESOP transaction, from employee rollout to annual valuation, governance shifts, and long-term execution.
Episode 8 breaks down ESOP roles, fiduciary duties, and who represents the seller and trustee in an ESOP transaction.
Discover how an ESOP transaction unfolds, from trustee selection and due diligence to negotiations and closing mechanics in Part 7.
Learn how ESOP valuation works, from fair market value and cash flow analysis to trustee selection, due diligence, negotiation, and closing.
Learn how ESOP transactions are financed using outside bank loans and seller notes, plus key insights for owners, CEOs, and CFOs.
Discover ESOP tax advantages, including the Section 1042 rollover and S corporation benefits, and how they can reduce or eliminate federal income tax.
Explore why business owners choose an ESOP, weighing liquidity, legacy, partial exits, and when employee ownership isn’t the right fit.
Discover the 5 key questions to decide if an ESOP is right for your business, from EBITDA and leadership to culture and industry fit.
A plain-English introduction to ESOPs, explaining how employee ownership works and why companies use ESOPs for succession, liquidity, and long-term independence.
Brown Construction CEO Ron Brown shares why he chose a 100% ESOP over a third-party sale and what the decision meant for succession, culture, and long-term independence.
Trevor Gilmore and Ben Spadt walk through the ten critical questions business owners should ask before deciding whether an ESOP is the right succession and ownership strategy.