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      “Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.” 

      -David Kelly, CFO at Acadian Ambulance Service Inc.

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        Featured Event

        Wed, 11/09/2022 - 09:00
        Employee Owned 2022 Conference from The ESOP Association

        Comprehensive.  Technical.  Inspirational.

        This year’s theme illustrates the breadth and focus of our educational programming.   Together with fellow employee owners you will find a variety of top-quality offerings that inform, encourage, and motivate you and help promote your ESOP.

        Learn More!

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        October 05 - 06, 2022 - New England Fall Conference
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          The #EO Solution

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          The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy. 

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          Forming an ESOP - A New Video Series on Business Succession Planning

          Harpoon ESOP Story

          Employee Ownership is a powerful succession option and a valuable tool for job retention, employee motivation, and productivity. In our new series you will hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.

          Learn More >

           

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            What is an ESOP?

            An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?

            What is an ESOP?

            What is an ESOP

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            Leader Level Sponsors

            BerryDunn

            BerryDunn

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            Atlantic Managment

            Atlantic Management Company, Inc.

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            Morgan Stanley

            Morgan Stanley

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            Empire Valuation

            Empire Valuation Consultants, LLC

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            Chartwell Financial Advisory

            Chartwell Financial Advisory

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            Key Equipment Finance

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            Crowe LLP

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            Spinnaker Trust

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            GreatBanc Trust Company

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            ESOP Calculator

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