- COVID-19
- The Hub
- Advocacy
Find My Representative
The first step in becoming an effective ESOP advocate is to know who represents you or your company in the U.S. House of Representatives and the U.S. Senate. Use our tool to identify the proper elected officials and obtain information on how they may be contacted.
- Membership
What Our Members Have to Say
“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.
- Events & Meetings
Featured Event
The ESOP Professionals' Forum is the only event of its kind—a meeting designed exclusively for high-level professionals who provide technical and legal assistance to ESOP companies. Led by the chairs of The Association’s highly respected technical committees, this program gathers professionals for strategic and complex discussions of the challenges facing ESOPs. Join with peers, share insights, and work to establish best practices.
National & Regional Conferences
- ESOP Professionals' Forum
- CEO Leadership Program
- ESOP 2020 (access for post conference information)
Upcoming events
- Resources
Read the Latest ESOP Report!
In the December newsletter read a recap of 2020 and how our amazing volunteers made so many accomplishments possible, get the news about TEA's governance and board, take a moment to appreciate ESOP pioneer Jerry Kaplan, discover new sponsorship options at the chapter level, read new cases about fiduciaries, and more. Plus, get the new mailing address for The ESOP Association and the Employee Ownership Foundation.
Latest from The Association Blog
Read in our latest blog post how ESOPs are particularly well suited to tackling wealth inequality.
- About TEA
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?
- Join TEA
The ESOP Association
ESOP Association Resources
ESOP Brief, Repurchase Obligation, Valuation, Resource
Feb. 25
Understanding the repurchase obligation and its effect on an ESOP company’s valuation.
ESOP Brief, Synthetic Equity, Warrants, Options, Valuation, Resource
Feb. 25
Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.
ESOP Brief, Repurchase Obligation, Valuation, Recycle, Redeem, Resource
Dec. 20
This ESOP Brief explains how an ESOP company’s repurchase obligation should be understood and managed, and how the repurchase obligation associated with the ESOP should be reflected in the valuation.
ESOP Brief, Valuation, Adequate Consideration, Resource
Dec. 19
This Brief answers important questions you may have about ESOP stock valuation, including who may value a stock and how valuations occur.
ESOP Brief, Fair Market Value, Economic Value, Valuation, Distributions, Repurchase Obligation, Resource
Dec. 19
A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.
ESOP Brief, Fiduciary Liability, Trustee, Prohibited Transaction, Self Dealing, Adequate Consideration, Breach, Resource
Dec. 06
A guide to the ERISA rules all ESOP fiduciaries need to know to fulfill their obligations.