To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When the owner of a privately held company is planning to ...

The decision to transition a company to an ESOP can make sense in several scenarios and benefit everyone involved. An ESOP transaction can create benefit options for dedicated employees in the form of ...

Employee Stock Ownership Plans (ESOPs), their sponsors and participants, and other industry players will welcome the news announced by the ESOP Association on April 14, 2023, that the Department of ...

On January 20, 2025, an executive order froze two new pieces of proposed employee stock ownership plan (ESOP) guidance announced in a notice of proposed rulemaking and originally set for publication ...

Mergers and acquisitions are complex processes aimed at unlocking strategic growth, diversification and synergies. When a company involved is owned by an Employee Stock Ownership Plan, there are ...

Steve Mayer, CEO, Burr Pilger Mayer, Inc. When business owners think about succession planning, they often picture selling to a competitor, a private equity firm or their management team. But there’s ...

Many private and ESOP-owned companies are adopting one of private equity’s core strategies, namely, growing through acquisitions. As I wrote in my previous blog,[1] this makes sense: To be successful, ...

An employee stock ownership plan can be a great way to attract top talent — but be sure you aren't giving up too much of your business in an effort to be competitive. Management at Padilla Speer ...

An ESOP, or an employee stock ownership plan, is a retirement program that allows participating individuals to acquire ownership interest in their employer’s organization. ESOPs are most commonly used ...

Chicago, IL, Oct. 28, 2025 (GLOBE NEWSWIRE) -- Verit Advisors® will participate in the ESOP Association Annual Conference and Trade Show, the nation’s largest event dedicated to employee ownership.