The ESOP Association Blog

Covering ESOPs and employee ownership

Joining Us in Washington, DC? Stop by the Membership Services Booth!

If you’re joining The ESOP Association for the 2013 Annual Conference on May 9 – 10, stop by the Association’s Membership Services Booth. We’ve got much to share this year.

Stop by and say “hello.”

The ESOP Association — where the ESOP community meets.

Filed under: Conference Information, Member Services, , , , , , ,

April 2013 ESOP Report Now Available

The April 2013 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click on Meet & Learn. A link to the ESOP Report is located on the left side menu.

April2013ESOPReportCOVER

Filed under: Publication, , , ,

March 2013 ESOP Report Now Available

The March 2013 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click on Meet & Learn. A link to the ESOP Report is located on the left side menu.

March2013ESOPReportCOVER

Filed under: Member Services, Publication, , , ,

February 2013 ESOP Report Newsletter

The February 2013 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click on Meet & Learn. A link to the ESOP Report is located on the left side menu.

Feb2013ESOPReportCOVER

Filed under: Member Services, Publication, , , ,

January 2013 ESOP Report Newsletter

The January 2013 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click on Meet & Learn. A link to the ESOP Report is located on the left side menu.

Jan2013ESOPReportCOVER

Filed under: Publication, , ,

December 2012 ESOP Report

The December 2012 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click on Meet & Learn. A link to the ESOP Report is located on the left side menu.

Dec2012ESOPReportCOVER

Filed under: Publication, ,

November 2012 ESOP Report

The November 2012 issue of the ESOP Report is now available for download on The ESOP Association’s website. To download this month’s issue, you’ll need to sign into the website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click on Meet & Learn. A link to the ESOP Report is located on the left side menu.

Filed under: Member Services, Publication, , , ,

October 2012 ESOP Report

The October 2012 issue of the ESOP Report newsletter is now available on The ESOP Association’s website. You’ll need to login to the members only section to access your copy. Go to www.esopassociation.org and click on the members login link at the top right corner of the homepage. The link for the ESOP Report is in the left side menu of the members only section.

Filed under: Member Services, Publication, , , ,

The ESOP Association Introduces New Publication on Financing ESOP Transactions

Publications Highlight

NEW — A Guide to Financing ESOP Transactions

Authored by top ESOP experts in the country, this book provides an overview of how ESOPs function and how they are financed. Chapters include the legal and structuring requirements of ESOPs and the loan requirements. The first two chapters are geared to both the advanced reader looking to brush up on some basic concepts, or for an individual relatively new to the world of ESOPs who wants a basic overview before diving into the more advanced technical information. The remaining four chapters delve into the detailed information that is the cornerstone of this book, including that what is most important to lenders involved in making ESOP loans, other professionals seeking guidance on how to better serve their clients and corporate executives active in corporate financings.

Chapter 1 – Tax Incentives for ESOP Companies

Chapter 2 – Legal Requirements for ESOPs

Chapter 3 – Underwriting Considerations in Financing ESOP Companies

Chapter 4 – Junior Debt

Chapter 5 – Equity

Chapter 6 – Documenting Loans to ESOP Companies

Glossary

Available as a book packaged with a CD, or electronic file format. Over 100 pages in length.

Members $50 / Non-Members $150 (plus S&H)

 To order A Guide to Financing ESOP Transactions, visit the website,  or call 202/293-2971.

Filed under: Member Services, Publication, ,

September 2012 ESOP Report

The September 2012 issue of the ESOP Report newsletter is now available on The ESOP Association’s website. You’ll need to login to the members only section to access your copy. Go to www.esopassociation.org and click on the members login link at the top right corner of the homepage. The link for the ESOP Report is in the left side menu of the members only section.

Filed under: Publication, , , ,

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