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Posts
Articles by John D. Menke
- Why Is It Necessary to Restructure America? - 6 March 2020
- New Tax Act Benefits ESOP Companies And Makes Tax-Free Rollover Transactions More Attractive To Sellers - 11 March 2018
- Purchase Warrants: A New Tool for Business Succession and Key Employee Retention - 11 May 2017
- The Employee Stock Ownership Trust – A New Trend In Employee Benefits and Corporate Finance - 9 January 2012
- The Use of ESOPs to Finance Mergers and Acquisitions - 3 January 2012
- Stock Distributions – An Occasional Trap for the Unwary - 28 September 2011
- The Perfect Solution to the Perfect Storm: How an SR ESOP Can Be Used to Save Your Business from Bankruptcy - 26 September 2011
- Four Ways That a Cash Flow ESOP Can Be Used To Help Your Company Survive the Credit Crunch - 23 September 2011
- ESOP Marketability Discounts: Is the "Put Option" Argument Fallacious? - 22 September 2011
- Why Selling to an ESOP May Be Better Than an Internal Ownership Transition or Sale to a Third Party - 12 August 2011
- Exit Strategies - 13 May 2011
- An Open Letter to Business Owners - 12 May 2011
- Why Should You Consider an ESOP? - 12 May 2011
- The Origin and History of the ESOP and Its Future Role as a Business Succession Tool - 12 May 2011
- Tax Alert for Business Owners - 12 May 2011
- A Modest Proposal for a New, New Deal - 11 May 2011
- Restoring The American Dream - 26 May 2009
- ESOPs and PHILANTHROPY: What Non-Profit and Tax-Exempt Organizations Should Know about ESOPs - 20 October 2000
- Why Giving To The Esop Foundation Is Now Critically Important - 19 October 2000
Client Case Studies
- How a 40-Year ESOP Powered CCI Systems’ Growth From Cable Contractor to National Infrastructure Firm - 20 July 2026
- How a 45-Year-Old Water Well Company Sold 49% to Its Employees - 23 June 2026
- From Endurance Racing to ESOP Ownership: Building a Company for the Long Run - 27 April 2026
- How M-Group Used Pre-Funding to Build an Orderly ESOP Transition - 13 April 2026
- From $2,000 to ESOP: A Founder’s Perspective on Ownership and Growth - 30 March 2026
- A Fireside Chat with Ringland-Johnson - 1 November 2024
- AV Construction Works with The Menke Group to Adopt the Employee Ownership Model with an Employee Stock Ownership Plan (ESOP) - 16 April 2024
- Matrix HG Works with The Menke Group to Adopt the Employee Ownership Model with an Employee Stock Ownership Plan (ESOP) - 2 April 2024
- Zepnick Solutions: It starts with an idea. - 27 March 2024
- Brown Construction Works with Menke to Become 100% Employee-Owned with an Employee Stock Ownership Plan (ESOP) - 12 March 2024
- Hyperion Technology Group: A Bright Future in Mississippi - 22 January 2024
- Menke Client Clark-Devon Hardware Highlighted in Chicago Sun Times - 7 July 2023
- Menke Case Study: Kennon Products - 16 May 2023
- Client Case Study: WestLand Resources ESOP Embodies History and Innovation - 23 June 2021
- How Longtime Menke client Hansen Plastics Transitioned to Employee Ownership - 24 April 2020
- Client Case Study: Basden Steel Achieves 100% Employee Ownership - 12 March 2020
- Cross Company Grows and Creates a New Wave of Employee-Owners with Acquisition of Flow-Tech - 23 January 2020
- Client Case Study: International Wine Management Company Intervine Celebrates Their First Year with an ESOP - 8 January 2020
- Ringland-Johnson Construction Secures Its Family Legacy with Menke ESOP - 27 November 2019
- Client Case Study: Menke ESOP Helps Landscape Architecture Firm MKSK Live Its Values - 31 October 2019
- Client Case Study: Menke ESOP is the First-Class Succession Solution for a Luxury Goods Supplier - 4 April 2019
ESOP Articles
- Management Buyout (MBO) Strategies - 30 October 2024
- Strategies for Selling to a Third Party - 30 October 2024
- Ten Steps to a Successful ESOP - 5 October 2024
- Why SOC 1 and SOC 2 Matter for Menke and Our Clients - 14 June 2024
- 22 ESOP Myths And Misconceptions - 13 May 2024
- IRS Releases Retirement Plan Limits for 2024 - 14 April 2024
- Hyperion Technology Group: A Bright Future in Mississippi - 22 January 2024
- New SBA Guidance Enhances Financing Opportunities for ESOPs - 12 June 2023
- ESOP Pros and Cons - 13 April 2023
- Private Equity and Employee Ownership: The ESOP Opportunity - 6 February 2023
- US Government Measures to Spur ESOP Adoption - 9 January 2023
- Employee Ownership Drives Productivity—and the Data Proves It - 7 January 2023
- Menke Client, Heath Ceramics, Made Its Employees Into Owners. Should You? - 23 January 2019
- Purchase Warrants: A New Tool for Business Succession and Key Employee Retention - 11 May 2017
- Tax Alert: Capital Gains Rates to Rise - 4 October 2012
- Seven Common ESOP Myths and Misconceptions - 23 August 2012
- The Use of ESOPs to Finance Mergers and Acquisitions - 3 January 2012
- Consider an ESOP as a Better Alternative When It Comes Time to Exit Your Business - 10 October 2011
- Stock Distributions – An Occasional Trap for the Unwary - 28 September 2011
- The Perfect Solution to the Perfect Storm: How an SR ESOP Can Be Used to Save Your Business from Bankruptcy - 26 September 2011
- Options for Mature ESOPs - 24 September 2011
- Four Ways That a Cash Flow ESOP Can Be Used To Help Your Company Survive the Credit Crunch - 23 September 2011
- ESOP Marketability Discounts: Is the "Put Option" Argument Fallacious? - 22 September 2011
- Why Selling to an ESOP May Be Better Than an Internal Ownership Transition or Sale to a Third Party - 12 August 2011
- WinSystems, an Employee-Owned Corporation on Youtube - 25 May 2011
- S Corporation Rules Involving Section 409(p) - 13 May 2011
- Exit Strategies - 13 May 2011
- ESOPs: Uses, Advantages, and Illustrative Case Histories - 13 May 2011
- ESOPS vs. Profit Sharing Plans - 13 May 2011
ESOP Industry News
- Congress Passes the Retire Through Ownership Act: What Clearer ESOP Valuation Rules Mean for Owners - 17 September 2026
- Building an ESOP Ownership Culture That Actually Works - 17 August 2026
- 2026 ESOP Market Trends: A Midyear Check-In - 3 August 2026
- Upcoming Webinar: The ESOP Exit Strategy - 29 July 2026
- How ESOP Financing Is Changing in 2026 - 6 July 2026
- How a 45-Year-Old Water Well Company Sold 49% to Its Employees - 23 June 2026
- Blach Construction Becomes 30% Employee-Owned with Menke Guidance - 18 June 2026
- ESOP Momentum Builds: Washington Advocacy, New Legislation, and a Strong Lending Market - 5 June 2026
- Do ESOPs Really Increase Productivity? New Research Says Yes. - 27 May 2026
- How Entrepreneurs Are Using Retirement Capital to Build Businesses - 11 May 2026
- EBSA Signals a New Enforcement Era: From “War on ESOPs” to Principles-Based Oversight - 17 April 2026
- How M-Group Used Pre-Funding to Build an Orderly ESOP Transition - 13 April 2026
- Ownership Culture: How ESOPs Help Companies Attract and Retain Top Talent - 3 April 2026
- Why ESOP Companies Command Higher Valuations in AEC - 1 April 2026
- From $2,000 to ESOP: A Founder’s Perspective on Ownership and Growth - 30 March 2026
- Why Employees Want Equity — And How ESOPs Deliver - 19 March 2026
- EOS + ESOP: Aligning Ownership and Execution - 16 March 2026
- The Great Ownership Transfer: Why the Next Decade Will Redefine Business Succession - 4 March 2026
- Top 10 ESOP Predictions for 2026 - 2 March 2026
- DOL’s 2026 Report to Congress: Structural Shift in Federal Employee Ownership Policy - 27 February 2026
- ESOP vs Private Equity: Why Legacy Utility Chose Employee Ownership - 17 February 2026
- Why Brown Construction Chose a 100% ESOP Over a Third-Party Sale - 3 February 2026
- The Top 10 Questions to Ask Before Implementing an ESOP - 3 February 2026
- EBSA Ends the “War on ESOPs” - 15 January 2026
- Senate HELP Committee Unanimously Passes Landmark ESOP Bills: A Victory for Employee Ownership - 31 July 2025
- Empowering Workers, One Share at a Time: Highlights from the U.S. Senate’s 2025 ESOP Hearing - 30 July 2025
- Congress to DOL: It’s Time to Shine a Light on EBSA’s Anti-ESOP Tactics - 22 July 2025
- Remembering Impassioned ESOP Advocate and Pioneer, Patricia Hetter Kelso (1927-2025) - 14 July 2025
- Oregon Just Passed a Landmark Law Giving ESOP Companies a Leg Up in Public Contracting - 10 July 2025
- Lori Chavez-DeRemer’s Keynote: A Bold New Era for ESOP Advocacy at the Department of Labor - 22 May 2025
- The Employee Ownership Fairness Act of 2025: A Game-Changer for ESOP Companies and Their People - 14 May 2025
- M-Group Becomes Employee-Owned - 2 April 2025
- Legacy Utility Group Transitions to Employee Ownership: A Win for Employees, Customers, and the Community - 17 March 2025
- Oliver’s Market Becomes 100% Employee-Owned: A Commitment to Independence and Community - 21 January 2025
- Corovan’s Transformation to Employee Ownership - 12 December 2024
- A Fireside Chat with Ringland-Johnson - 1 November 2024
- AEC Electric Works with The Menke Group to Adopt the Employee Ownership Model with an Employee Stock Ownership Plan (ESOP) - 24 September 2024
- 50th Anniversary Marks Change in Executive Leadership as Trevor Gilmore Assumes CEO Role - 28 August 2024
- Join Us for a Special Lunch & Learn: ESOP 101 - 14 August 2024
- Menke: Celebrating 50 Years – A Timeline of ESOP Excellence - 5 August 2024
- Reflections on the 50th Anniversary of The Menke Group, Inc. - 29 July 2024
- Matt Nels to Speak at ‘Let’s Talk ESOPs’ Event in Montana - 15 July 2024
- Why SOC 1 and SOC 2 Matter for Menke and Our Clients - 14 June 2024
- AV Construction Works with The Menke Group to Adopt the Employee Ownership Model with an Employee Stock Ownership Plan (ESOP) - 16 April 2024
- Contribution and Allocation Limitations - 15 April 2024
- IRS Releases Retirement Plan Limits for 2024 - 14 April 2024
- Matrix HG Works with The Menke Group to Adopt the Employee Ownership Model with an Employee Stock Ownership Plan (ESOP) - 2 April 2024
- Zepnick Solutions: It starts with an idea. - 27 March 2024
- Brown Construction Works with Menke to Become 100% Employee-Owned with an Employee Stock Ownership Plan (ESOP) - 12 March 2024
- Upcoming Webinar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2025! - 23 February 2024
- Can ESOPs Expand the Shrinking Pool of Accountants? - 27 November 2023
- Employee Ownership: Building Resilience and Security - 24 October 2023
- Bipartisan Legislation Aims to Streamline S-Corp ESOP Implementation for Businesses - 29 August 2023
- BDO’s Employee Stock Ownership Plan: A Bold Move - 22 August 2023
- New Employee Ownership Initiative from the US Department of Labor - 6 August 2023
- Menke Client Clark-Devon Hardware Highlighted in Chicago Sun Times - 7 July 2023
- New SBA Guidance Enhances Financing Opportunities for ESOPs - 12 June 2023
- Employee Equity Investment Act: Another Boost for a New Decade of Employee Ownership - 5 June 2023
- Menke Case Study: Kennon Products - 16 May 2023
- Private Equity and Employee Ownership: The ESOP Opportunity - 6 February 2023
- Kicking Off 2023 with The National Center for Employee Ownership - 20 January 2023
- US Government Measures to Spur ESOP Adoption - 9 January 2023
- Department of Defense Pilot Program Encourages Contracting with Employee-Owned Businesses - 8 December 2022
- ESOP Fables at the ASPPA Annual Conference - 19 October 2022
- ESOP Updates in Hawaii - 17 October 2022
- Phil DeDominicis to present ESOP overview for owners, CFOs & CPAs - 1 September 2022
- Menke to Sponsor 2022 Midwest Regional ESOP Conference - 25 August 2022
- Menke Client, Mower Ad Agency Becomes 100% ESOP-owned - 11 August 2022
- Nautic Partners Announces Investment in IT Solutions - 11 May 2022
- ESOPs Fight the Great Resignation with Retirement Savings - 15 March 2022
- Colorado Real Estate Brokerage Shows the Versatility of ESOPs - 11 March 2022
- Colorado Launches Tax Credit to Help Businesses Become Employee-Owned - 10 January 2022
- Menke Assists George & Lynch Transition to Employee Ownership - 4 January 2022
- Wawa’s ESOP Helps Them Become the Largest Company in PA - 7 December 2021
- Andesa Services Embodies the Spirit of Employee Ownership Month - 17 November 2021
- Menke Client Russell Bond & Co. Acquired By Jencap - 16 November 2021
- Phil DeDominicis Discusses Employee Stock Ownership Plan Basics on How to Hardscape Podcast - 11 November 2021
- Phil DeDominicis to Present Free CPE Webinar on ESOPs – Nov. 11th - 8 November 2021
- Millennial Workers Are Drawn to Employee Ownership Values - 28 September 2021
- Matthew Nels to Speak at Great Game of Business Conference on Sept. 9 - 3 September 2021
- Menke Client Global Tax Management Named to Inc. 5000 - 23 August 2021
- When ESOP Companies Make Strategic Acquisitions, Everybody Wins - 4 August 2021
- Homegrown Organic Farms Protects Their Culture and Rewards Their Workers with an ESOP - 14 July 2021
- Client Case Study: WestLand Resources ESOP Embodies History and Innovation - 23 June 2021
- Forbes Examines the Power of ESOPs to Combat Wealth Inequality - 17 June 2021
- Harvard Business Review Touts “Big Benefits of Employee Ownership” - 25 May 2021
- MyPath Wins ESOP Company of the Year Award for Their Focus on Employee Communications - 19 April 2021
- Phillip DeDominicis to Speak at 35th Annual Ohio Employee Ownership Conference - 13 April 2021
- AEC Firms with ESOPs Valued 35% Higher, According to New Study - 23 March 2021
- Why the Right Time to Create a Succession Plan is Today - 18 February 2021
- Harley-Davidson Revs Up Employee Ownership - 16 February 2021
- The Menke Group Welcomes Michael Dee and Jessica Quaday to our Annual Administration Staff - 8 February 2021
- Biden Administration Nominates ESOP Advocates to Head SBA and Labor Department - 11 January 2021
- Menke Client Ganahl Lumber Named LBM Dealer of the Year - 7 January 2021
- Upcoming CPE Webinar: ESOP OVERVIEW FOR OWNERS, CFOS & CPAS - 5 January 2021
- Menke Client Graham Company Reflects on Three Years of 100% Employee Ownership - 19 November 2020
- Upcoming Webinar: How an ESOP Can Provide Corporate and Shareholder Liquidity During the COVID-19 era - 10 November 2020
- ESOP Companies Outperform Other Firms During COVID-19 Pandemic - 2 November 2020
- Fireclay Tile Becomes the Bay Area’s Next Employee-Owned Ceramics Company - 16 October 2020
- Davey Tree Shows Strength of ESOPs for the Landscaping Industry - 14 October 2020
- Survey Shows Consumers Prefer Companies with ESOP Values - 28 September 2020
- Menke Congratulates Applewood Seed Company on Transition to Employee Ownership - 15 September 2020
- ESOPs: The Future of a Better American Economy - 25 August 2020
- Phillip DeDominicis Discusses ESOPs in the Current Economy with Ohio Employee Ownership Center - 10 August 2020
- How an ESOP Can Power Your Company’s Post-Shutdown Recovery, Part 2: Succession ESOPs - 13 July 2020
- John Menke Receives Founding Supporter Award from Rutgers School of Management and Labor Relations - 10 July 2020
- How an ESOP Can Power Your Company’s Post-Shutdown Recovery, Part 1: Employee Incentive ESOPs - 7 July 2020
- How ESOPs Can Help to Close the Racial Wealth Gap and Promote Economic Justice - 18 June 2020
- How Longtime Menke client Hansen Plastics Transitioned to Employee Ownership - 24 April 2020
- How a Repurchase Obligation Study Can Help Your ESOP Survive the Pandemic - 21 April 2020
- How an ESOP can help your company survive a pandemic - 20 April 2020
- Lessons in Resilience: How ESOP Companies Maintained Employee Morale During the Great Recession - 15 April 2020
- CARES Act resources for your ESOP - 6 April 2020
- COVID-19 and Your ESOP: What You Need to Know - 16 March 2020
- Skyline Construction Brings Employee Ownership to Two More Companies with Acquisition of Unimark and Servicemark - 16 March 2020
- Client Case Study: Basden Steel Achieves 100% Employee Ownership - 12 March 2020
- Menke Client SRC Wins International Award for Promoting Employee Ownership Mentality - 9 March 2020
- Bob’s Red Mill ESOP Turns 10 - 4 March 2020
- Congress Looks to ESOPs to Brace for the Silver Tsunami - 18 February 2020
- GreenScapes Is the Latest Landscape Design Company to Become Employee-Owned - 6 February 2020
- Business bests: Employee stock ownership plans explained - 5 February 2020
- Houchens CEO Retires as Head of One of America’s Largest ESOP Companies - 3 February 2020
- An ESOP Helps Loftness Specialized Equipment Stay True to Its Roots - 30 January 2020
- Insurance Tech Company Andesa Services Becomes 100% Employee-Owned - 28 January 2020
- Cross Company Grows and Creates a New Wave of Employee-Owners with Acquisition of Flow-Tech - 23 January 2020
- Pennsylvania House Advances Bill to Extend ESOP Tax Benefits for Sellers - 17 January 2020
- Barrio Brewery Is the Latest Craft Brewery to Become Employee-Owned - 13 January 2020
- Founder and President John Menke to present at the 2020 Kelso Fellowship Workshop - 10 January 2020
- Client Case Study: International Wine Management Company Intervine Celebrates Their First Year with an ESOP - 8 January 2020
- Ringland-Johnson Construction Secures Its Family Legacy with Menke ESOP - 27 November 2019
- Dixie Plywood and Lumber Company is now 100% Employee-Owned - 19 November 2019
- Menke Celebrates 45 years of Employee Ownership, to Present at the 2019 Employee Owned Conference in Las Vegas - 12 November 2019
- Client Case Study: Menke ESOP Helps Landscape Architecture Firm MKSK Live Its Values - 31 October 2019
- MKSK Inc. – a Colombus-based architecture firm – now employee-owned - 17 October 2019
- Menke to be featured at Annual Conference of Hawaii Chapter of ESOP Association on October 17th - 15 October 2019
- Menke to present at the 2019 Western States ESOP Association Conference, October 3-4 - 2 October 2019
- Menke to present at the 2019 NCEO Fall ESOP Forum September 17-18 - 17 September 2019
- New Belgian Brewing Video Highlights ESOP Success - 12 September 2019
- NewAge Industries Now 100% ESOP-owned - 9 September 2019
- Upcoming Seminar: Practicing the Great Game and Transitioning Ownership - 29 August 2019
- Davey Tree Celebrates 40 Years of Employee Ownership - 11 July 2019
- Employees See Real Gains of Stewart’s Shops’ Growth Through ESOP - 8 July 2019
- Employee-Owned Consigli Construction is ENR New England’s Contractor of the Year - 1 July 2019
- Sanderson Farms named one of “America’s Best Employers” by Forbes - 28 June 2019
- Cianbro Creates 500 New Employee Owners through 100% ESOP - 21 June 2019
- ESOPs Increase Probability of a Happy Workforce - 21 June 2019
- Menke client and 100% ESOP owned Delta Consulting Group is listed in the 2019 Global Arbitration Review (GAR) 100 - 17 June 2019
- Wilson Electric Announces 100% Employee Ownership Deal - 1 June 2019
- Rutgers ESOP Study: Employee Ownership Narrows Gender and Racial Wealth Gaps - 17 May 2019
- The Hilb Group acquires ESOP-owned Walker Brothers Insurance Inc. - 2 May 2019
- Van Horn Automotive Group recognized as the Wisconsin ESOP Company of the Year - 25 April 2019
- Upcoming Webinar: How To Sell Your Business To An ESOP – For CFOs and Business Owners - 16 April 2019
- Richard L. Bowen + Associates Announces 100% ESOP - 11 April 2019
- ESOP-Owned KI Industries, Inc. Ranked #2 on 2019 Best Places to Work - 8 April 2019
- Visit us at the 2019 Employee Ownership Conference from April 8th-11th - 4 April 2019
- Client Case Study: Menke ESOP is the First-Class Succession Solution for a Luxury Goods Supplier - 4 April 2019
- ESOP-Owned EVAPCO Celebrates 40 Years in Business - 3 April 2019
- How Crafts Technology Fosters Innovation Among Its Employee Owners - 29 March 2019
- Chelsea Green Publishing goes 100% ESOP - 28 March 2019
- Colorado: The New Delaware of ESOPs? - 27 March 2019
- Does your ESOP Plan document correctly provide for the ESOP distribution procedures actually used at your company? - 4 March 2019
- High Performance Ownership: Employee-Owned Architecture, Engineering & Construction Firms Command Higher Valuations - 21 February 2019
- “The World’s Greatest!…” TV show spotlights The Menke Group - 19 February 2019
- Could ESOPs spell the future of business ownership? - 29 January 2019
- Menke Client, Heath Ceramics, Made Its Employees Into Owners. Should You? - 23 January 2019
- New Tax Act Benefits ESOP Companies And Makes Tax-Free Rollover Transactions More Attractive To Sellers - 11 March 2018
- Certified EO welcomes Menke & Associates as a Certified Employee-Owned founding member - 1 June 2017
- The Brix Group, a leader in commercial vehicle onboard communication systems, becomes 100% employee owned - 26 May 2017
- SolarCraft becomes 100% employee owned - 26 May 2016
- New Study Shows Jobs Grew 60% in S-ESOPs While Others Remained Flat - 21 August 2012
- Howard's Appliance Celebrates Being 100% Employee Owned - 14 November 2011
- Mills James Produces Animated Film About ESOPs - 10 November 2011
- Great Falls Business Owners Explain "ESOPs" - 28 October 2011
- Read about the Cal-Tex Protective Coatings ESOP - 12 October 2011
- ACG Kentucky panel talks about benefits of ESOPs - 11 October 2011
- National Van Lines Becomes ESOP-Owned - 5 October 2011
- ESOP Companies Report Positive 2010 Even Amid Slow Economic Recovery - 4 October 2011
- The Joys Of An ESOP - 26 September 2011
- The Will-Burt Company Celebrates its 25th Anniversary as an Employee Owned Company - 26 September 2011
- WinSystems, an Employee-Owned Corporation on Youtube - 25 May 2011
- ESOP plans let founders cash out and employees cash in - 18 May 2011
- ESOP: A New Tax Savings Tool for Owners of S Corporations - 13 May 2011
- ESOPs as Retirement Benefits: An Analysis of DOL Data - 13 May 2011
- The ESOP Association and the Employee Ownership Foundation Release Results of the 2010 ESOP Company Survey - 13 May 2011
- Ross Group Inc. Rewards Employees With Stock Ownership Plan - 13 May 2011
- Clif Bar Announces ESOP Program - 13 May 2011
- PRESS RELEASE – Technomics, Inc. Benefits Employees with Stock Ownership Plan - 13 May 2011
- RESILIENCE AND RETIREMENT SECURITY: Performance of S-ESOP Firms in the Recession - 13 May 2011
- ESOP: Employee Ownership of Companies on the Rise - 13 May 2011
- ESOPs on the Rise Among Small Businesses - 13 May 2011
- New Study Documents ESOP Account Balances - 13 May 2011
ESOP Legislation
- Congress Passes the Retire Through Ownership Act: What Clearer ESOP Valuation Rules Mean for Owners - 17 September 2026
- How ESOP Financing Is Changing in 2026 - 6 July 2026
- ESOP Momentum Builds: Washington Advocacy, New Legislation, and a Strong Lending Market - 5 June 2026
- EBSA Signals a New Enforcement Era: From “War on ESOPs” to Principles-Based Oversight - 17 April 2026
- EBSA Ends the “War on ESOPs” - 15 January 2026
- Senate HELP Committee Unanimously Passes Landmark ESOP Bills: A Victory for Employee Ownership - 31 July 2025
- Empowering Workers, One Share at a Time: Highlights from the U.S. Senate’s 2025 ESOP Hearing - 30 July 2025
- Congress to DOL: It’s Time to Shine a Light on EBSA’s Anti-ESOP Tactics - 22 July 2025
- Oregon Just Passed a Landmark Law Giving ESOP Companies a Leg Up in Public Contracting - 10 July 2025
- Lori Chavez-DeRemer’s Keynote: A Bold New Era for ESOP Advocacy at the Department of Labor - 22 May 2025
- The Employee Ownership Fairness Act of 2025: A Game-Changer for ESOP Companies and Their People - 14 May 2025
- Bipartisan Legislation Aims to Streamline S-Corp ESOP Implementation for Businesses - 29 August 2023
- New Employee Ownership Initiative from the US Department of Labor - 6 August 2023
- Employee Equity Investment Act: Another Boost for a New Decade of Employee Ownership - 5 June 2023
- 2014 Tax Reform Proposals - 13 March 2014
ESOP Radio
- Why Growing AEC Firms Outgrow Relationship-Only Marketing - 14 September 2026
- Section 1042: How the ESOP Tax Deferral Works, and What It Can Cost - 31 August 2026
- Building an ESOP Ownership Culture That Actually Works - 17 August 2026
- 2026 ESOP Market Trends: A Midyear Check-In - 3 August 2026
- How a 40-Year ESOP Powered CCI Systems’ Growth From Cable Contractor to National Infrastructure Firm - 20 July 2026
- How ESOP Financing Is Changing in 2026 - 6 July 2026
- What ESOP Participants Should Know Before They Touch Their Account Balance - 22 June 2026
- ESOP Momentum Builds: Washington Advocacy, New Legislation, and a Strong Lending Market - 5 June 2026
- Do ESOPs Really Increase Productivity? New Research Says Yes. - 27 May 2026
- How Entrepreneurs Are Using Retirement Capital to Build Businesses - 11 May 2026
- From Endurance Racing to ESOP Ownership: Building a Company for the Long Run - 27 April 2026
- How M-Group Used Pre-Funding to Build an Orderly ESOP Transition - 13 April 2026
- Why ESOP Companies Command Higher Valuations in AEC - 1 April 2026
- From $2,000 to ESOP: A Founder’s Perspective on Ownership and Growth - 30 March 2026
- Why Employees Want Equity — And How ESOPs Deliver - 19 March 2026
- EOS + ESOP: Aligning Ownership and Execution - 16 March 2026
- Top 10 ESOP Predictions for 2026 - 2 March 2026
- ESOP vs Private Equity: Why Legacy Utility Chose Employee Ownership - 17 February 2026
- ESOP Boot Camp, Part 10: What Employees Actually Experience in an ESOP - 11 February 2026
- ESOP Boot Camp, Part 9: Life After the ESOP Transaction - 11 February 2026
- ESOP Boot Camp, Part 8: Who Works for Whom in an ESOP Transaction? - 11 February 2026
- ESOP Boot Camp, Part 7: How an ESOP Transaction Actually Works - 11 February 2026
- ESOP Boot Camp, Part 6: ESOP Valuation Explained Simply - 11 February 2026
- ESOP Boot Camp, Part 5: How ESOPs Are Financed - 11 February 2026
- ESOP Boot Camp, Part 4: The ESOP Tax Advantage Explained - 11 February 2026
- ESOP Boot Camp, Part 3: Why Owners Choose ESOPs — and Why They Don’t - 11 February 2026
- ESOP Boot Camp, Part 2: Is Your Company a Good ESOP Candidate? - 11 February 2026
- ESOP Boot Camp, Part 1: What Is an ESOP? How Employee Ownership Actually Works - 3 February 2026
- Why Brown Construction Chose a 100% ESOP Over a Third-Party Sale - 3 February 2026
- The Top 10 Questions to Ask Before Implementing an ESOP - 3 February 2026
ESOP Seminars
- Join Us for a Special Lunch & Learn: ESOP 101 - 14 August 2024
- Matt Nels to Speak at ‘Let’s Talk ESOPs’ Event in Montana - 15 July 2024
- Upcoming Webinar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2025! - 23 February 2024
- ESOP Updates in Hawaii - 17 October 2022
- Phil DeDominicis to present ESOP overview for owners, CFOs & CPAs - 1 September 2022
- Visit us at the 2019 Employee Ownership Conference from April 8th-11th - 4 April 2019
ESOP Webinars
- Upcoming Webinar: The ESOP Exit Strategy - 29 July 2026
- ESOP Boot Camp, Part 10: What Employees Actually Experience in an ESOP - 11 February 2026
- ESOP Boot Camp, Part 9: Life After the ESOP Transaction - 11 February 2026
- ESOP Boot Camp, Part 8: Who Works for Whom in an ESOP Transaction? - 11 February 2026
- ESOP Boot Camp, Part 7: How an ESOP Transaction Actually Works - 11 February 2026
- ESOP Boot Camp, Part 6: ESOP Valuation Explained Simply - 11 February 2026
- ESOP Boot Camp, Part 5: How ESOPs Are Financed - 11 February 2026
- ESOP Boot Camp, Part 4: The ESOP Tax Advantage Explained - 11 February 2026
- ESOP Boot Camp, Part 3: Why Owners Choose ESOPs — and Why They Don’t - 11 February 2026
- ESOP Boot Camp, Part 2: Is Your Company a Good ESOP Candidate? - 11 February 2026
- ESOP Boot Camp, Part 1: What Is an ESOP? How Employee Ownership Actually Works - 3 February 2026
- Why Brown Construction Chose a 100% ESOP Over a Third-Party Sale - 3 February 2026
- The Top 10 Questions to Ask Before Implementing an ESOP - 3 February 2026
- ESOPs for Automobile Dealerships - 16 October 2024
- ESOPs for Architectural & Engineering Firms - 16 October 2024
- ESOPs for Banks and Thrifts - 16 October 2024
- ESOPs for Government Contractors - 16 October 2024
- ESOPs for Wholesalers and Distributors - 16 October 2024
- ESOPs for Insurance Agencies - 15 October 2024
- ESOPs for Consulting Firms - 15 October 2024
- ESOPs for Construction Firms, Contractors, and Subcontractors - 15 October 2024
- Managing Your Company’s ESOP – Web Seminar with Jack Stack - 20 July 2024
- Upcoming Webinar: How Business Owners, Management, and Employees Can Benefit from ESOPs in 2025! - 23 February 2024
- Phil DeDominicis to present ESOP overview for owners, CFOs & CPAs - 1 September 2022
- Phil DeDominicis to Present Free CPE Webinar on ESOPs – Nov. 11th - 8 November 2021
- Planning For ESOP Repurchase Obligations Webinar - 25 September 2019
- ESOP Best Practices Web Seminar - 6 October 2017
- The ABCs of ESOPs Webinar - 17 March 2017
- ESOP Technical Issues Web Seminar – October, 2011 - 31 October 2011
- Options and Alternatives for Structuring ESOP Transactions Webinar - 19 October 2011
- Equity Compensation Alternatives for ESOP Companies - 20 July 2011
New ESOP Rules
- Contribution and Allocation Limitations - 15 April 2024
- IRS Releases Retirement Plan Limits for 2024 - 14 April 2024
- 2016 Cost-of-Living Adjustments - 13 January 2014
- S Corporation Rules Involving Section 409(p) - 13 May 2011
- The ESOP Association 2009 Year-End Legislative Update - 13 May 2011
- New Law on S-ESOP Prohibited Allocations - 11 May 2011
- Highlights Of The Pension Protection Act Of 2006 - 11 May 2011
- Highlights of EGTRRA 2001 - 11 May 2011
- Economic Growth and Tax Relief Reconciliation Act of 2001 - 11 May 2011
- New "Required Minimum Distribution" Rules - 11 May 2011
- New Requirement on Fidelity Bonding for Qualified Employee Benefit Plans - 11 May 2011
